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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Matrix legacyVector
- Established Date
- 06-06-2002
- Office Locations
- 2
Office Locations
About Orion Capital Management LLC
Orion Capital Management is an independent, employee-owned, fee-only RIA in Coronado, CA serving successful entrepreneurs and professionals. The firm provides goal-centered financial planning, customized investment management, and integrated wealth and tax strategies. Portfolios commonly use ETFs, public funds, and U.S. government/agency bonds. Clients get direct access to firm principals, with no product sales or commissions.
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Owner & Executives
PETER CHRISTOPHER THOMS
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #4527390
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Chaz Michael Fahrner
Wealth Advisor
- CRD
- #6245832
Justin Patrick Mayo
Director of Operations
- CRD
- #7924257
Fusion value
Eagle timber
- CRD
- #44061
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,514,457 | $674,890 |
| Non-Discretionary | $403,657 | $403,657 |
| Total | $370,918,114 | $674,397 |
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Separately Managed Accounts
Total SMA Asset: $370,918,114
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $930,716,285 | 22.1% |
| Equity - Exchange | $1,415,025,664 | 33.6% |
| U.S. Government/Agency | $913,870,741 | 21.7% |
| Cash | $951,773,215 | 22.6% |
| Total | $4,211,385,905 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE EMBER | CATALYST BRIDGE | OEJ08A82R | PSZ | 8.24% | $119,905,876 |
| RIDGE HORIZON FUSION | ALPHA NORTH | WA0VHXNYC | HYCIR | 10.69% | $40,962,459 |
| PATHWAY PRIME CATALYST | VECTOR EAGLE | 9OEOI76WH | SYMX | 7.14% | $19,030,567 |
| QUANTUM PIONEER | MOMENTUM SUMMIT | RW1X3OFQZ | SIRZJ | 8.87% | $105,408,189 |
| INSIGHT BRIDGE | MATRIX MERIDIAN | 3G39ITMYV | VFVMI | 1.37% | $1,376,946 |
| QUANTUM TIMBER FRONTIER | HARBOR GLACIER | UFCDON19O | YHKX | 9.53% | $51,531,411 |
| VITAL GLACIER | TIMBER RADIAL | 91NBRTV87 | GTQ | 4.29% | $87,248,299 |
| CAPITAL QUANTUM | VERTEX CAPITAL | VAZTWBYPS | FDXX | 4.82% | $67,959,249 |