William Hubbard has been Managing Member/CCO of Cirrus Capital since April 2017, is a control person of the firm and directly owns 75% or more of it.
Cirrus Capital LLC is a Bloomfield Hills, MI firm with $170M under management, 333 clients and 5 advisers across 3 offices, as of its August 2026 filing.
William Hubbard is Founder and CEO of Cirrus Capital, based in Bloomfield Hills, MI. He is also titled Portfolio Manager. He analyzes financial data to adapt his investing strategy for the future.
William Hubbard’s longest registration is the current one, 9 years at Cirrus Capital since 2017. Before joining Cirrus Capital in 2017, William Hubbard was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Cirrus Capital LLCCurrent– present · 9 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 288297
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearBloomfield Hills, MI · Adviser representative · Firm CRD 7691
Professional designations
Listed by Cirrus Capital
- Chartered Financial Analyst® (CFA)
Investment adviser representative registrations
William Hubbard is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2017; the most recent is Oklahoma, in December 2020.
- MichiganSince 27 June 2017
- OklahomaSince 14 December 2020
- TexasResidentSince 20 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2016 |
| Series 66 | Uniform Combined State Law Examination | 21 February 2012 |
| Series 7 | General Securities Representative Examination | 3 February 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William N Hubbard
- CRD
- 5709420
- Firm
- Cirrus Capital · CRD 288297
- Role
- Managing Member/CCO
- Office
- 33 BLOOMFIELD HILLS PARKWAY, SUITE 255, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cirruscapital.us
Where does William Hubbard work?
William Hubbard has been Managing Member/CCO of Cirrus Capital LLC since April 2017, and is a control person of the firm.
Is William Hubbard a financial advisor?
Yes. William Hubbard has a current investment-adviser registration in Michigan, Oklahoma and Texas, through Cirrus Capital since June 2017.
How many years of experience does William Hubbard have?
William Hubbard has 10 years in the financial industry, since July 2016, across 2 adviser firms.
What exams has William Hubbard passed?
William Hubbard has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in February 2012.
Where did William Hubbard work before Cirrus Capital?
Before Cirrus Capital, William Hubbard was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2012 to January 2013.
Where is William Hubbard based?
William Hubbard’s registered office is in Bloomfield Hills, MI.
Is William Hubbard registered with FINRA?
No. William Hubbard has no current broker registration.
Is William Hubbard a CFA charterholder?
Cirrus Capital lists William Hubbard with the CFA credential (“Chartered Financial Analyst® (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify William Hubbard’s record?
Search CRD 5709420 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Hubbard’s full registration record.