Ciro Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$112,866,000
Clients
78
Advisors
3
of 3 employees
About
Ciro Capital LLC advises individual and high‑net‑worth clients, as well as trusts, small business owners and employer-sponsored retirement plans, offering comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm’s portfolio services combine direct asset management with referrals and ongoing oversight of third‑party money managers and may include stocks, bonds, ETFs, options, mutual funds, alternative investments and fixed income instruments.
Investment decisions draw on a mix of fundamental, quantitative, sector and qualitative analysis, with attention to asset allocation, duration management and periodic rebalancing; portfolios are tailored to client objectives and may include client‑requested investment restrictions. Retirement plan engagements routinely include participant education and the firm uses third‑party manager due diligence and monitoring as a central part of its implementation process.
Ciro Capital is notable among peers for maintaining insurance agency affiliations and having advisers who are registered representatives and insurance agents, which creates potential conflicts of interest tied to commissionable product sales and sponsored educational events. The firm recently transitioned to SEC registration after asset growth and discloses that a firm principal was separated from a prior broker‑dealer and has a related FINRA inquiry that remains open.
Client services
Expertise
Occupation focus
Fee options
up to 2.00% per annum, negotiable, depending on strategy and account size
Investment advisor representatives may receive commissions for insurance and broker-dealer transactions, but commissions do not constitute 50% or more of firm revenue.
Hourly fees for financial planning and consulting services, maximum $500 per hour.
Fee-only: Financial planning and consulting charged hourly, up to $500 per hour, typically 2 to 7 hours per engagement.
Main office
185 Hudson St., Suite 2500
Jersey City NJ 07311
Advisors at this office
3
Most active in
California · Florida · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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