$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
12 yrs Firm Age
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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-28-2013
- Office Locations
- 1
Office Locations
-- Topanga CA
About Orion Capital
Orion Capital is a Topanga, CA retail RIA focused on entrepreneurs, offering portfolio construction and insurance/annuity planning alongside asset-allocation advice. The firm’s managed accounts are primarily ETF-based (with cash sleeves) and it operates on the Orion/Orion Portfolio Solutions platform—useful for ETF and model distribution alignment.
Team overview
49 AVG AGE
$7.5M AVG AUM / ADVISOR
$312.5K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Momentum timber Radial bridge
Client Personas
Fusion
Custodian
Peak
Investment Themes
Crest Summit pathway
Investment Vehicles
Fusion value
Platform
Glacier timber
Services
Bridge quantum Summit eagle
Owner & Executives
JONATHAN BUCK
Chief Executive Officer, Money Manager, Security Analyst
- CRD
- #5863395
- Ownership
- 75% or more
(985) 463-4539
peak.element@horizoncapital.com
in linkedin.com/in/capital-atlas
R
Rebekkah Swisher
Corporate Secretary
- CRD
- --
- Ownership
- Less than 5%
(564) 520-2442
insight.beacon@horizoncapital.com
in linkedin.com/in/quantum-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,500,000
Equity - Exchange:
47.6% Cash:
52.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,271,352,859 | 47.6% |
| Cash | $3,601,237,180 | 52.4% |
| Total | $6,872,590,039 | 100.0% |