Muse Capital Management Llc
- Regulatory AUM
- $107M
- Discretionary
- $107M
- Clients
- 13
- Avg AUM / client
- $8.2M
- Accounts
- 109
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $3.0M | 2.84% |
| High net worth individuals | 4 | $99.4M | 92.9% |
| Pooled investment vehicles (non-investment companies) | 2 | $4.5M | 4.25% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sheet Metal Workers Local 7, Zone 2 Pension Plan Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Steven Cianci | Registered representative | Jan 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sheet Metal Workers Local 7, Zone 2 Pension Plan | Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension | 381 | $121M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/02/2025 | 1.52 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $51.0M (49% of AUM) Dec 2025
- Interactive Brokers $21.2M (20% of AUM) Dec 2025
- J.P. Morgan $19.8M (19% of AUM) Dec 2025
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: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗