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Cirrus Capital LLC

Cirrus Capital LLC. CRD 288297

C

CRD: 288297

Cirrus Capital LLC

Bloomfield Hills, MI, 48304
2482906222
www.cirruscapital.us
$170.4M Total AUM
$170.4M Disc. AUM
-- 3Y CAGR
6 Employees
346 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · Pershing
Clients
Retail and Institutional
Platforms
VertexBridge quantum
Established Date
06-27-2017
Office Locations
2

Office Locations

2309 S. Kelly AVE Suite 100 Edmond OK
40900 Woodward Avenue Ste. 111 Bloomfield Hills MI

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.

Team overview

37 AVG AGE
$34.1M AVG AUM / ADVISOR
$492.5K AVG AUM / CLIENT
4.6 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Crest Frontier capital

Client Personas

Foundation

Custodian

Insight Quantum vertex

Investment Themes

Fusion momentum

Investment Vehicles

Beacon Beacon

Services

Prime optima Momentum Oak fusion Meridian Insight Alpha glacier Peak Bridge Delta pioneer Element

Technology

Meridian Vector

Owner & Executives

WILLIAM N HUBBARD

WILLIAM N HUBBARD

Chief Compliance Officer, Managing Member, Portfolio Manager

CRD
#5709420
Ownership
75% or more
(357) 709-6112
summit.value@quantumcapital.com
in linkedin.com/in/quantum-zenith

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Contacts

C

CHRIS SHAWN BERKEL

--

CRD
#4989701
(383) 866-1601
quantum.eagle@eaglecapital.com
in linkedin.com/in/catalyst-eagle
P

PAUL C DZIEPAK

Investment Advisor Representative

CRD
#6077242
(377) 436-6209
wave.oak@glaciercapital.com
in linkedin.com/in/ember-vertex
P

Prime fusion

Unison value ember

CRD
#13560
(654) 808-2974
bridge.optima@alphacapital.com
in linkedin.com/in/radial-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2025
03-26-2026
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

Total SMA Asset: $170,396,650

$170.4M Total SMA
Public Funds:
16.3%
Equity - Exchange:
20.3%
Cash:
8.7%
Corporate - Investment Grade:
16.4%
U.S. Government/Agency:
12.7%
Derivatives:
25.6%
Asset class Assets Assets %
Public Funds $1,310,605,708 16.3%
Equity - Exchange $1,632,226,740 20.3%
Cash $699,525,746 8.7%
Corporate - Investment Grade $1,318,646,233 16.4%
U.S. Government/Agency $1,021,146,778 12.7%
Derivatives $2,058,374,609 25.6%
Total $8,040,525,814 100.0%

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