ORION CAPITAL MANAGEMENT LLC
SEC RegisteredUnbiased Financial Advice from a Fee-Only Fiduciary
About the firm
Sierra Wealth Strategies is a Personal Financial Planning and Investment Management firm. We work with Individuals and families who lack the Time, Energy, and skill to avoid costly financial mistakes. We act as your financial partner and can help in most of your Personal financial decisions, so you can focus on what is most important to you.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management and planning, income tax planning and preparation, retirement savings and income planning, estate planning, risk management and insurance planning, coaching, and concierge services.
Who they serve
Individuals and families who lack the time, energy, and skill to avoid costly financial mistakes and want help with personal financial decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 89 | $37M |
| High Net Worth Individuals | 74 | $312M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ORION CAPITAL MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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