Bloomfield Hills, MI Bloomfield Hills Parkway logo

Bloomfield Hills, MI Bloomfield Hills Parkway Office

Team
Updated today
Cirrus Capital LLC logo

Cirrus Capital LLC

Team

Firm-wide stats for Cirrus Capital LLC

Total advisors

5

Across 2 offices

Clients per advisor

66 High

Avg AUM per client

$497,404 Low

HNW client ratio

11% Very Low

About

Cirrus Capital LLC serves individual and high‑net‑worth clients as well as corporations and retirement plans, providing discretionary portfolio management, sub‑advisory services, retirement plan consulting (including ERISA 3(21) and 3(38) services), participant account management, and access to estate‑planning tools through a third‑party platform. The firm also offers fee‑based quantitative and technology‑driven investment research and constructs client accounts from one or more of its model portfolios.

The firm describes a hybrid investment approach that combines quantitative and fundamental analysis, regularly monitoring and rebalancing client portfolios and, in certain circumstances, engaging in short selling and alternative investments such as non‑traded REITs. For retirement plans and third‑party adviser relationships, Cirrus implements model portfolios on a discretionary basis and performs ongoing performance monitoring and annual portfolio reviews.

Compared with many peer team firms, the brochure highlights that Cirrus makes performance results available for its models and research — a practice the firm emphasizes alongside its paid research offerings — while not offering a standalone financial planning service. The firm also notes it does not provide written reports to clients, instead relying on quarterly reviews, custodian statements, and periodic in‑person or telephone account reviews.

Based on Cirrus Capital LLC

Expertise

Passive / index investing Active portfolio management

Based on Cirrus Capital LLC

Location

33 Bloomfield Hills Parkway, Suite 255

Bloomfield Hills MI 48304

Advisors at this office

3

Advisors at this office

user avatar

William H

Series 65, Series 66

Bloomfield Hills, MI

Cirrus Capital LLC

William Hubbard is a financial advisor at Cirrus Capital LLC with 10 years of industry experience. He holds Series 65 and Series 66 designations and has worked at firms including Merrill, Flexible Plan Investments, and Fundbase before joining Cirrus Capital in 2017. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans, offering discretionary portfolio management, sub-advisory services, retirement plan consulting, and access to estate-planning tools through a third-party platform. The firm uses a hybrid investment approach combining quantitative and fundamental analysis, regularly monitoring and rebalancing portfolios and occasionally employing short selling and alternative investments.

Passive / index investing Active portfolio management
user avatar

Paul D

Series 66

Bloomfield Hills, MI

Cirrus Capital LLC

Paul Dziepak is a financial advisor with Cirrus Capital LLC in Bloomfield Hills, MI, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Black Oak Capital, LLC and Hudson Insurance Group, where he also serves as an insurance agent and producer. Outside of his advisory work, he is involved as a marketing and event coordinator for Key of Hope, an organization based in Durban, South Africa, and is the owner of Kingdom Building Ventures, LLC. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans by providing discretionary portfolio management, sub-advisory services, and retirement plan consulting. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitors and rebalances portfolios, and offers model portfolios with performance results available to clients.

Passive / index investing Active portfolio management
user avatar

Gregory O

Series 65

Bloomfield Hills, MI

Cirrus Capital LLC

Gregory Oray is a financial advisor at Cirrus Capital LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Regal Investment Advisors, Retirewise Wealth Management, and his own firms, Oray King Wealth Advisors and Oray Financial. Outside of his advisory role, he is an independent licensed insurance agent specializing in life insurance, fixed annuities, and health insurance. Cirrus Capital LLC serves individual and high-net-worth clients, corporations, and retirement plans by providing discretionary portfolio management, sub-advisory services, retirement plan consulting, and access to estate-planning tools. The firm employs a hybrid investment approach combining quantitative and fundamental analysis, regularly monitoring and rebalancing portfolios while offering fee-based research and model portfolio construction.

Passive / index investing Active portfolio management
View complete list of advisors at this office
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