Orion Capital Management LLC

Peter Thoms is a CFA® charterholder with 23 years of industry experience. He has been with Orion Capital Management LLC since 2002 and also serves at Africa Capital Group LLC. Orion Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, retirement plans, and other entities. The firm employs an active investment process grounded in fundamental analysis and offers customized portfolios that may include equities, ETFs, fixed income, convertibles, REITs, currency instruments, and, for accredited clients, derivatives strategies such as options and shorting.

Chaz Fahrner is a CFP® professional with nine years of industry experience, currently serving as an advisor at Orion Capital Management LLC since 2022. His prior roles include positions at The Gensler Group and LPL Financial, LLC. Outside of his advisory work, he is involved in a real estate rental business in San Diego. Orion Capital Management LLC provides discretionary portfolio management and financial planning primarily for individuals, high-net-worth clients, families, trusts, and retirement plans. The firm employs an active investment approach using fundamental analysis and a wide range of instruments, including derivatives strategies for accredited investors, and operates across seven offices with a four-advisor team.

Jefferson Rotherham is a CFP® and Series 66-registered advisor with 10 years of industry experience. He has worked at Orion Capital Management LLC since 2019 and previously held roles at LPL Financial and The Gensler Group. Rotherham served in the US Navy for 20 years. Orion Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, retirement plans, and other entities. The firm employs an active investment process based on fundamental analysis and utilizes a broad range of instruments, including derivatives strategies for accredited clients, across its seven offices.

Justin Mayo is a financial advisor with Orion Capital Management LLC, holding a Series 65 credential and one year of industry experience. He previously served 25 years in the United States Navy and is the founder and owner of JPM Financial Planning. Mayo also works as a real estate agent with Patrick Turner and Associates. Orion Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, retirement plans, and other entities. The firm employs an active investment process based on fundamental analysis and uses a broad range of instruments, including derivatives strategies for accredited clients, supported by a four-advisor team across seven offices.