A complete list of active advisors currently associated with Cirrus Capital LLC

Warmer can help you find a great advisor at Cirrus Capital LLC or one who fits your needs even better.

Cirrus Capital serves individuals, high‑net‑worth individuals, and business entities, offering discretionary portfolio management, sub‑advisory services, retirement plan consulting (including ERISA 3(21)/3(38) capacities), participant account management for held‑away assets, and estate‑planning facilitation through a partnership with Estate Guru. The firm also provides fee‑based investment research to individuals and businesses and implements model portfolios for ongoing account oversight. The firm’s investment process combines proprietary quantitative models with fundamental analysis to construct and rebalance model portfolios, and it may employ short selling in certain circumstances. Most client relationships are managed on a discretionary basis, and Cirrus Capital uses third‑party custodians and platforms to execute trades and manage held‑away participant accounts while offering sub‑advisory or solicitor arrangements when appropriate. Notably, Cirrus Capital publicly discloses or advertises performance results, a practice that is uncommon among comparable team firms, and it offers paid hourly investment research and a technology‑enabled estate planning service via Estate Guru. The firm registered with the SEC in March 2025 and manages roughly $170 million in discretionary assets, which provides context for its scale relative to peers.

To learn more about the advisors currently working at Cirrus Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.