$25.6M Total AUM
$24.6M Disc. AUM
-- 3Y CAGR
2 Employees
36 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-31-2004
- Office Locations
- 1
Office Locations
-- Tampa FL
About Cirrus Capital Management, LLC
Cirrus Capital Management is a Tampa-based RIA providing personalized financial planning and actively managed portfolios designed to adapt to changing markets while prioritizing growth and risk control. The firm primarily implements strategies using ETFs alongside cash allocations and often serves retirees. Assets are custodied with Interactive Brokers.
Team overview
52 AVG AGE
$12.8M AVG AUM / ADVISOR
$711.8K AVG AUM / CLIENT
19.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TIMOTHY GENE TONN
Chief Investment Officer, Managing Member
- CRD
- #4716284
- Ownership
- 50% but less than 75%
Available
Available
Available
T
TROY WILLIAM TONN
Financial Consultant, Managing Member
- CRD
- #4754070
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,598,166 | -- |
| Non-Discretionary | $1,025,649 | -- |
| Total | $25,623,815 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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