# Cirrus Capital LLC

> Cirrus Capital LLC is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 288297
- Filed as: CIRRUS CAPITAL LLC
- Also doing business as: DBA AXIS FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288297
- AdvisorCensus page: https://advisorcensus.com/firm/cirrus-capital-llc-bloomfield-hills-mi-288297

## Quick answers

**How is Cirrus Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cirrus Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Cirrus Capital LLC located?**
Cirrus Capital LLC's principal office is in Bloomfield Hills, MI, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Cirrus Capital LLC registered with the SEC or a state?**
Cirrus Capital LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 288297.

**How much does Cirrus Capital LLC manage?**
Cirrus Capital LLC reports $170,396,650 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**How have Cirrus Capital LLC's assets and staff changed since 2025?**
In the Form ADV data for Cirrus Capital LLC: Regulatory assets under management: $124,261,256 in the October 2025 data and $170,396,650 in the October 2026 data, up 37%. Total employees: 7 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cirrus Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (294); high net worth individuals (36); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Cirrus Capital LLC use?**
Cirrus Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Cirrus Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288297

**Does Cirrus Capital LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "We do not require a minimum account size."

**What changed in Cirrus Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $124,261,256 to $170,396,650 (+37%). Added an office in Oklahoma City, OK.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: None

> We do not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $170,396,650
- Discretionary: $170,396,650
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 294 | $87,041,583 |
| High net worth individuals | 36 | $77,101,663 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $6,253,404 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Edmond, OK
- Oklahoma City, OK

### Websites listed on Form ADV (Item 1.I)
- axisfinancialgp.com
- cirruscapital.us
- Facebook @CirrusCapitalLLC
- LinkedIn @cirrus-capital-llc
- YouTube @CirrusCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $124,261,256 | 7 | May 1, 2025 |
| October 2026 | $170,396,650 | 6 | August 17, 2026 |

Regulatory assets under management: $124,261,256 in the October 2025 data and $170,396,650 in the October 2026 data, up 37%.
Total employees: 7 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $124,261,256 to $170,396,650 (+37%).
- Added an office in Oklahoma City, OK.

### December 2025
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.H(1)(a)).
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cirrus Capital LLC (CRD 288297): Form ADV filing data as of October 2026.