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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-27-2017
- Office Locations
- 2
Office Locations
About Cirrus Capital LLC
Cirrus Capital is a Metro Detroit RIA serving individuals and institutions with customized, data-driven investment advice, portfolio construction, and financial planning. The firm emphasizes asset allocation using ETFs, mutual funds, and fixed income, and supports planning needs such as tax, estate, retirement, and insurance. Custody relationships include Charles Schwab and Interactive Brokers.
Reported data analysis
What the numbers show
Between November 4, 2025 and June 17, 2026, reported AUM increased 37.1%, from $124.3M to $170.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 346 clients, or 69.2 clients per representative. That equates to $492.5K in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on August 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Cirrus Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM N HUBBARD
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #5709420
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRIS SHAWN BERKEL
--
- CRD
- #4989701
PAUL C DZIEPAK
Investment Advisor Representative
- CRD
- #6077242
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,396,650 | $190,814 |
| Non-Discretionary | $0 | -- |
| Total | $170,396,650 | $190,814 |
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Separately Managed Accounts
SMA allocation detail is available
Cirrus Capital LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.