Orion Capital

Overview

Orion Capital is a small, owner-operated advisory firm that focuses on portfolio management for individual clients and small businesses. The firm’s investment posture is equity-first: it favors exchange-traded equities as the core building block of client portfolios, while supplementing equity exposure with mutual funds and annuities for diversification and income. Fee arrangements include a percentage of assets under management, hourly charges and the option for performance-based fees, giving the firm flexibility to structure engagements for both ongoing advisory relationships and project-based work. With a client base concentrated among individuals and families, Orion Capital runs personalized accounts rather than institutional programs. The adviser is not positioned as an active ESG investor and does not operate as a multi-state adviser. Its size and operating model suggest a portfolio approach that emphasizes liquid, cost-effective equity exposures, with selective use of less liquid alternatives where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices