CIRO CAPITAL LLC

RIASEC RegisteredEst. 2026

Total AUM

$117M

Discretionary

$117M

100% of AUM

Avg account

$438K

Accounts

268

Employees

Advisory reps

Firm details

Headquarters: JERSEY CITY, New Jersey
CRD number: 329576
Registered since: May 18, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI83.12%
Individuals12.98%
Pension & Profit Sharing Plans3.05%
Other0.55%
Corporations / Businesses0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Ciro Capital LLC is an independent, SEC-registered advisory firm organized as an LLC and registered in 2024. The firm serves both individual and family clients as well as institutional investors, and acts as a capital allocator that selects third‑party managers alongside in‑house portfolio management. Fee arrangements include percentage‑of‑AUM billing and hourly charges. Service offerings listed in regulatory disclosures cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, selection of other advisers, and educational seminars/workshops. The firm is not an active ESG investor and does not operate as a multistate adviser.