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CIRRUS CAPITAL LLC

CRD 288297File 801-132907
APPROVED
Retail clients
Custody
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$170.4M
Bottom 25% of cohort (national)
Discretionary AUM
$170.4M
Clients
333
893 accounts
Employees
6
Bottom 25% of cohort in MI

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jun 2, 2025
Principal office
33 BLOOMFIELD HILLS PARKWAY, SUITE 255, BLOOMFIELD HILLS, MI, 48304
Phone
248-290-6222

Assets & accounts

ADV Item 5F
Total regulatory AUM
$170.4M
Discretionary AUM
$170.4M
Non-discretionary AUM
$0
Discretionary accounts
893
Non-discretionary accounts
0
Total accounts
893
AUM per client
$512K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals36$77.1M
Pension and profit sharing plansFewer than 5$6.3M
Individuals (other than high net worth individuals)294$87.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Hourly charges
  • Other (described) — SOLICITOR FEES
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees76decreased by1
Apr 1, 2026Clients269333increased by64
Apr 1, 2026AUM$124,261,256$170,396,650increased by$46,135,394
Apr 1, 2026Accounts1,476893decreased by583
Dec 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CIRRUS CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CIRRUS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.