Chaz M. Fahrner

ORION CAPITAL MANAGEMENT LLC

Coronado, CA 92118

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CRD#: 6245832

Professional summary

Chaz Michael Fahrner, CFP®, who also goes by Chaz Micheal Fahrner, Chaz Fahrner, is a registered financial advisor currently at ORION CAPITAL MANAGEMENT LLC located in Coronado, California.

Chaz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Chaz has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Insurance Planning

Employee and Employer Plan Ben...

Budgeting

Comprehensive Financial Planni...

Debt Management

Retirement Planning

Tax Planning

Estate Planning

Do you have an area of expertise or specialization?

AUM

Financial Psychology/Coaching

High Net Worth Client Needs

Hourly

Investment Advice with Ongoing...

Investment Advice without Ongo...

Are you a "fiduciary"?

Yes

Aliases

Chaz Micheal Fahrner | Chaz Fahrner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Real Estate Rental - Dog Park Apartments - 5% - San Diego Ca, 92102

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chaz Michael Fahrner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

January 14, 2022 - Present

ORION CAPITAL MANAGEMENT LLC

Office #1: 1330 Orange Avenue, Suite 302, Coronado, CA 92118

RIA

CRD#: 119428

Coronado, CA

Past

July 27, 2018 - January 7, 2022

THE GENSLER GROUP

RIA

CRD#: 110543

CORONADO, CA

Past

May 29, 2018 - December 23, 2021

LPL FINANCIAL LLC

CRD#: 6413

CORONADO, CA

Past

April 17, 2018 - April 17, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

CORONADO, CA

Past

March 13, 2018 - March 16, 2018

QUALIFIED PLANNING

RIA

CRD#: 152546

SAN DIEGO, CA

Past

August 16, 2016 - February 8, 2018

QUALIFIED PLANNING

RIA

CRD#: 152546

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORION CAPITAL MANAGEMENT LLC

AFRICA CAPITAL GROUP | ORION CAPITAL MANAGEMENT LLC | ORION ASSET MANAGEMENT LLC

CRD#: 119428 / SEC#: 801-119207

RIA

Registered Investment Advisory firm - (7/31/2020 Approved)

California

Registered Investment Advisory firm - (1/8/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (1/3/2018 Terminated)

Texas

Registered Investment Advisory firm - (12/9/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/9/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/27/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/29/2018

General Securities Representative Examination

Current Firm

ORION CAPITAL MANAGEMENT LLC

AFRICA CAPITAL GROUP | ORION CAPITAL MANAGEMENT LLC | ORION ASSET MANAGEMENT LLC

CRD#: 119428 / SEC#: 801-119207

RIA

Registered Investment Advisory firm - (7/31/2020 Approved)

California

Registered Investment Advisory firm - (1/8/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (1/3/2018 Terminated)

Texas

Registered Investment Advisory firm - (12/9/2020 Terminated)

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Contact information

Main Address

1330 Orange Avenue, Suite 302, Coronado, CA 92118

Mailing Address

Phone number

(619) 319-0520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/29/2025)

Regulatory assets under management

Total Number of Accounts	450
AUM (Assets Under Management)	$ 256,676,559

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Chaz M. Fahrner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chaz Michael Fahrner's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE GENSLER GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

QUALIFIED PLANNING

QUALIFIED PLANNING

Primary Firm SEC Registration

ORION CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/9/2018

Series 65

Date: 7/27/2016

SIE

Date: 10/1/2018

Series 7

Date: 5/29/2018

Current Firm

ORION CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORION CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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