AdvisorOS Directory
Claim Profile
Unclaimed Profile
PT

Peter Christopher Thoms

ORION CAPITAL MANAGEMENT LLC·CORONADO, California
Clean record24 years registeredORION CAPITAL MANAGEMENT LLC
1330 ORANGE AVENUE, SUITE 302, CORONADO, CA 92118CRD# 4527390Firm CRD# 119428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Christopher Thoms · CORONADO, CA
Registration
CRD #4527390 · ORION CAPITAL MANAGEMENT LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

ORION CAPITAL MANAGEMENT LLC
Jun 2002 – present
02

Registrations & Exams

Registration record
First registered · June 6, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ORION CAPITAL MANAGEMENT LLC
CRD 119428 · SEC 801-119207
AUM
$218M
Regulatory assets under management
Employees
4
449 client accounts
Services offered by ORION CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ORION CAPITAL MANAGEMENT LLC →
Introduction

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CORONADO?

Browse all registered financial advisors in CORONADO, California or claim this profile if it's yours.

Browse CORONADO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Peter Christopher Thoms offer?
Peter Christopher Thoms specializes in Financial Planning, Investment Management. Contact their office in CORONADO, California for a consultation.
What are Peter Christopher Thoms's credentials?
Peter Christopher Thoms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Christopher Thoms located?
Peter Christopher Thoms is based in CORONADO, California, working with ORION CAPITAL MANAGEMENT LLC. Their office serves clients in the CORONADO metropolitan area and surrounding communities.
How does Peter Christopher Thoms charge for services?
Peter Christopher Thoms's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORION CAPITAL MANAGEMENT LLC?
ORION CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in CORONADO, California

Mark Warren Andrews
ANDREWS CAPITAL MANAGEMENT INC·CORONADO, CA
Loretta Irene Perry
DANIEL G. GENSLER·CORONADO, CA
Charles William Hayes
HAYES & ASSOCIATES ACCOUNTANCY CORP·CORONADO, CA
Daniel George Gensler
DANIEL G. GENSLER·CORONADO, CA
CFP
John Charles Bowen
BOWEN JOHN CHARLES·CORONADO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile