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CFP
CF
CFP

Chaz Fahrner

Orion Capital Management LLC
9 Years of Experience
San Diego, CA
View SEC Summary
View SEC Summary

Chaz Fahrner is a CFP-designated registered investment advisor at Orion Capital Management LLC, based in San Diego, CA, with 9 years of industry experience. Chaz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 163 clients with $370M in assets under management.

Orion Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
163 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$370.9M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,800
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual management fees normally range from 0.90% to 1.50% based on assets and strategy, but rates are set at Orion's discretion and are negotiable. All households are subject to a minimum quarterly fee of $950.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

438 Camino Del Rio South, Suite 101, San Diego, CA, 92108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chaz has a 5% ownership stake in Dog Park Apartments, a real estate rental property in San Diego. This activity is not investment-related.

Employment History
Current Registrations
Orion Capital Management LLC
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
The Gensler Group
July 2018 - January 2022 · 3 yrs 6 mos
LPL Financial LLCBroker
May 2018 - December 2021 · 3 yrs 7 mos
LPL Financial LLC
April 2018 - April 2018 · 0 mos
Qualified Planning
March 2018 - March 2018 · 0 mos
Qualified Planning
August 2016 - February 2018 · 1 yr 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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