ORION CAPITAL MANAGEMENT LLC
CRD #119428 SEC #801-119207 CORONADO, CA (619) 319-0520
SEC Registered
Total AUM
$256.7M
Discretionary
$256.3M
Employees
4
Clients
51
Accounts
450
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $256.7M | $256.3M | $381K | 4 | 0 |
| Dec 2024 | $218.5M | $218.2M | $251K | 4 | 0 |
| Dec 2024 | $218.5M | $218.2M | $251K | 4 | 0 |
| Apr 2024 | $218.5M | $218.2M | $251K | 4 | 0 |
| Mar 2024 | $218.5M | $218.2M | $251K | 4 | 0 |
| Apr 2023 | $189.1M | $189M | $132.9K | 4 | 1 |
| Mar 2023 | $189.1M | $189M | $132.9K | 4 | 1 |
| Apr 2022 | $192.7M | $192.4M | $332.7K | 4 | 0 |
| Mar 2022 | $192.7M | $192.4M | $332.7K | 4 | 0 |
| Jan 2022 | $150.7M | $150.4M | $225.6K | 3 | 0 |
| Mar 2021 | $150.7M | $150.4M | $225.6K | 3 | 0 |
| Dec 2020 | $118M | $117.9M | $40.6K | 2 | 0 |
| Aug 2020 | $118M | $117.9M | $40.6K | 2 | 0 |
| Jul 2020 | $118M | $117.9M | $40.6K | 2 | 0 |
| Jul 2020 | $118M | $117.9M | $40.6K | 2 | 0 |
DateMar 2025
Total AUM$256.7M
Discretionary$256.3M
Non-Disc.$381K
Employees4
Clients0
DateDec 2024
Total AUM$218.5M
Discretionary$218.2M
Non-Disc.$251K
Employees4
Clients0
DateDec 2024
Total AUM$218.5M
Discretionary$218.2M
Non-Disc.$251K
Employees4
Clients0
DateApr 2024
Total AUM$218.5M
Discretionary$218.2M
Non-Disc.$251K
Employees4
Clients0
DateMar 2024
Total AUM$218.5M
Discretionary$218.2M
Non-Disc.$251K
Employees4
Clients0
DateApr 2023
Total AUM$189.1M
Discretionary$189M
Non-Disc.$132.9K
Employees4
Clients1
DateMar 2023
Total AUM$189.1M
Discretionary$189M
Non-Disc.$132.9K
Employees4
Clients1
DateApr 2022
Total AUM$192.7M
Discretionary$192.4M
Non-Disc.$332.7K
Employees4
Clients0
DateMar 2022
Total AUM$192.7M
Discretionary$192.4M
Non-Disc.$332.7K
Employees4
Clients0
DateJan 2022
Total AUM$150.7M
Discretionary$150.4M
Non-Disc.$225.6K
Employees3
Clients0
DateMar 2021
Total AUM$150.7M
Discretionary$150.4M
Non-Disc.$225.6K
Employees3
Clients0
DateDec 2020
Total AUM$118M
Discretionary$117.9M
Non-Disc.$40.6K
Employees2
Clients0
DateAug 2020
Total AUM$118M
Discretionary$117.9M
Non-Disc.$40.6K
Employees2
Clients0
DateJul 2020
Total AUM$118M
Discretionary$117.9M
Non-Disc.$40.6K
Employees2
Clients0
DateJul 2020
Total AUM$118M
Discretionary$117.9M
Non-Disc.$40.6K
Employees2
Clients0