Pavion Blue Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$412,168,935
Clients
150
Advisors
2
of 4 employees
About
Pavion Blue Capital provides discretionary and non‑discretionary portfolio management, retirement plan consulting and related advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and asset‑based loan accounts. The firm manages tailored accounts across multiple asset types, including equities, fixed income, exchange‑traded funds, real estate investment trusts and master limited partnerships, and may use options for hedging.
The firm follows an opportunistic, disciplined value‑oriented investment philosophy focused on long‑term total return and uses fundamental analysis to identify investments it believes trade at a discount to intrinsic value. Portfolios are customized rather than model‑driven, may become concentrated when the firm perceives compelling value opportunities, and the firm may hold substantial cash or cash equivalents until suitable investments are identified.
Distinctive elements include a transitionary affiliation with another registered investment adviser controlled by a firm principal and a relatively large asset base (approximately $444 million) managed by a small advisory team, which can influence portfolio concentration and operational dynamics. The firm assesses advisory fees on cash and cash equivalents, uses a national custodian platform that provides brokerage and research services, and has documented procedures for standing third‑party transfer instructions.
Client services
Expertise
Fee options
Maximum annual fee of 1.25%, billed quarterly in advance on a pro-rata basis
Main office
23 Corporate Plaza Dr., Suite 150
Newport Beach CA 92660
Advisors at this office
2
Most active in
California · New Hampshire · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
James O
Series 63, Series 65
Newport Beach, CA
Pavion Blue Capital, LLC
James Oghigian is a financial advisor with Pavion Blue Capital, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Pavion Blue Capital provides discretionary and non-discretionary portfolio management, retirement plan consulting, and advisory services to a diverse client base including high-net-worth individuals, trusts, and charitable organizations. The firm employs an opportunistic, value-oriented investment philosophy focused on long-term total return and customizes portfolios using fundamental analysis.
Eric W
CFA®, Series 63, Series 65
Newport Beach, CA
Pavion Blue Capital, LLC
Eric Wong is a CFA® charterholder with 37 years of industry experience. He is a principal at Pavion Blue Capital, LLC, where he has worked since 2019. Prior to joining Pavion Blue Capital, he held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Pavion Blue Capital provides discretionary and non-discretionary portfolio management and retirement plan consulting for individuals, trusts, estates, corporations, and asset-based loan accounts. The firm employs a disciplined, value-based investment approach focused on long-term total return across a broad range of asset classes and tailors investment strategies to the specific objectives and restrictions of each client.
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