Cirrus Capital Management, LLC

Overview

Cirrus Capital Management, LLC is a small, independent registered investment adviser serving individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and manages portfolios primarily on a discretionary basis. Cirrus shows a clear preference for public equities as its core allocation and is not positioned as an active ESG investor or a multi-state adviser. It is owned and run as an individual-owned RIA rather than by a larger institutional parent or as a capital allocator. The firm’s client base is concentrated—36 clients across 59 accounts—so investment decisions and client service are likely personalized and managed at a household level. Advisory activities center on tailored planning and investment management rather than institutional pension consulting or multi-manager fund-of-fund strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices