Orion Capital Management LLC
Orion Capital Management LLC is a fee-only investment advisory firm headquartered in Coronado, California, founded in 2002. The firm is led by Peter C. Thoms, CFA, and focuses on providing individualized portfolio management and advisory services. As of March 2025, Orion manages $256.7 million in assets for high-net-worth individuals, individuals, charitable organizations, and pension plans. With a team of 4 employees, the firm offers comprehensive wealth management and financial planning to its clients.
Investment Strategy
Orion Capital Management LLC provides customized portfolio management for each client, constructing portfolios based on individual goals and financial circumstances. The firm uses a broad range of financial instruments, including stocks, ETFs, mutual funds, REITs, fixed income securities, options, and currency instruments. They consult with clients to establish a mutually agreeable and appropriate investment strategy, regularly reviewing and adjusting strategies to fit evolving client objectives and markets. For accredited clients, Orion may use more sophisticated techniques such as options and shorting.
Top Holdings
Equity Positions (460)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 12.67% | $33.3M | 330,699 | $100.54 | $100.69 | +$2.3M |
I IVV | ISHARES TR | 8.59% | $22.6M | 36,385 | $459.51 | $620.90 | +$3.6M |
J JAAA | JANUS DETROIT STR TR | 4.99% | $13.1M | 258,619 | $50.72 | $50.75 | +$3.1M |
A AVUS | AMERICAN CENTY ETF TR | 4.82% | $12.7M | 125,714 | $81.26 | $100.82 | +$1.6M |
A AAPL | APPLE INC | 3.84% | $10.1M | 49,141 | $143.16 | $205.17 | -$1.1M |