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ORION CAPITAL MANAGEMENT LLC

CORONADO, CA · CRD 119428 · IAPD ↗ · sierra-ws.com · (619) 319-0520

$370.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ORION CAPITAL MANAGEMENT LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — ORION CAPITAL MANAGEMENT LLC reported RAUM up 45% ($256.7M -> $370.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
January 2025 — ORION CAPITAL MANAGEMENT LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — ORION CAPITAL MANAGEMENT LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.