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CIRRUS CAPITAL LLC

BLOOMFIELD HILLS, MI · CRD 288297 · IAPD ↗ · 248-290-6222

$170.4MRegulatory AUM
5Advisory reps
6Employees
13Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CIRRUS CAPITAL LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2026 — CIRRUS CAPITAL LLC reported RAUM up 37% ($124.3M -> $170.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — CIRRUS CAPITAL LLC moved its main office from BIRMINGHAM, MI to BLOOMFIELD HILLS, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
July 2025 — CIRRUS CAPITAL LLC (BIRMINGHAM, MI) is newly SEC-registered with $124.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.