Cirrus Capital Llc
- Regulatory AUM
- $170M
- Discretionary
- $170M
- Clients
- 333
- Avg AUM / client
- $512K
- Accounts
- 893
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 294 | $87.0M | 51.1% |
| High net worth individuals | 36 | $77.1M | 45.2% |
| Pension and profit sharing plans | 3 | $6.3M | 3.67% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William N Hubbard | Registered representative | Feb 2018 (9y) | ||
| Gregory H. Oray | Registered representative | Aug 2022 (4y) | ||
| Chris Shawn Berkel | Registered representative | Jan 2025 (2y) | ||
| Paul C Dziepak | Registered representative | May 2025 (1y) | ||
| John Schuman Le Clercq | Registered representative | CFA | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR FEES
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $150M (88% of AUM) Jun 2026
- Interactive Brokers $7.8M (5% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗