Overview
Assets Under Management: $170 million
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 36
Average Client Assets: $2.1 million
Frequently Asked Questions
CIRRUS CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288297), CIRRUS CAPITAL LLC is subject to fiduciary duty under federal law.
CIRRUS CAPITAL LLC is headquartered in BLOOMFIELD HILLS, MI.
CIRRUS CAPITAL LLC serves 36 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, CIRRUS CAPITAL LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
CIRRUS CAPITAL LLC manages $170 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, CIRRUS CAPITAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.25%
Average Client Assets: $2.1 million
Total Client Accounts: 893
Discretionary Accounts: 893
Regulatory Filings
CRD Number: 288297
Filing ID: 2075049
Last Filing Date: 2026-03-26 14:52:24