Cirrus Capital provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Cirrus Capital reports 333 clients. They include 294 individual clients, 36 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 100.0% ($170M across 893 accounts) are managed with discretion. It advised 13 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 51% |
| High-net-worth individuals | 11% | 45% |
| Pension and profit-sharing plans | <1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 294 | $87M | 51.1% | $296K |
| High-net-worth individuals | 36 | $77.1M | 45.2% | $2.14M |
| Pension and profit-sharing plans | Fewer than 5 | $6.25M | 3.7% | $2.08M |
| Total | 333 | $170M | 100% | — |
- Clients
- 294
- Regulatory AUM
- $87M
- AUM share
- 51.1%
- Avg. per client
- $296K
- Clients
- 36
- Regulatory AUM
- $77.1M
- AUM share
- 45.2%
- Avg. per client
- $2.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.25M
- AUM share
- 3.7%
- Avg. per client
- $2.08M
Total
- Clients
- 333
- Regulatory AUM
- $170M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 13
- Private funds advised
- 0
Cirrus Capital charges up to 2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Planning
- Estate planning is a flat fee not to exceed $1,700, which may be reduced to a negotiated rate.
- Investment Research
- Research services are billed at a negotiable hourly rate of $150, invoiced after the service is complete.
- Participant Account Management
- Participant account management carries an annual management fee of 2.00% of account assets, which may be negotiable.
- Retirement Plan Consulting
- Retirement plan consulting carries an annual management fee of 0.50% of plan assets, which is negotiable.
William Hubbard owns 75% or more of Cirrus Capital. It has 6 employees, 5 of them in advisory roles.
Leadership
- William HubbardManaging Member/CCO
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 insurance agents
- Owns 75% or more of Cirrus Capital LLC
William Hubbard
Control person · since April 2017
Cirrus Capital’s regulatory assets grew from $124M (May 2025) to $170M (August 2026); clients rose from 269 to 333 and employees fell from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $170M | 333 | 6 | 3 |
| May 2025 | $124M | 269 | 7 | 2 |
Besides its headquarters, Cirrus Capital has 2 offices, with 3 listed addresses in Michigan and Oklahoma.
Oklahoma · 2 listed addresses
- 2309 S. Kelly Ave, Edmond
- 10701 S. Western Ave., Oklahoma City
Michigan · 1 listed address
- 33 Bloomfield Hills Parkway, Suite 255, Bloomfield HillsHQ
Other business names
Cirrus Capital has reported 1 other business name to the SEC.
- Dba Axis Financial
Contact and registration details
- Legal name
- Cirrus Capital LLC
- Headquarters
- 33 Bloomfield Hills Parkway, Suite 255, Bloomfield Hills, MI 48304
- Website
- axisfinancialgp.com
- Phone
- 248-290-6222
- @cirrus-capital-llc
- SEC file
- 801-132907
- Structure
- Michigan LLC
- Fiscal year end
- December
Cirrus Capital uses Charles Schwab ($150M, 95%) and Interactive Brokers ($7.81M, 5%) as custodians for its separately managed accounts. Cirrus Capital has custody of $28.5M in client assets for 122 clients.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $7.81M5%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $150M95%
At year end, Cirrus Capital’s separately managed accounts were mostly in funds (54%) and stocks (34%).
What the accounts hold
- Stocks34%
- Funds54%
- Bonds6%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- Cash5%
- Other1%
- Derivatives1%
How many clients does Cirrus Capital have?
Cirrus Capital has 333 clients and manages $170 million for them, as of August 2026. They include 294 individual clients, 36 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Cirrus Capital offer?
Cirrus Capital provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cirrus Capital charge?
Cirrus Capital charges up to 2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Cirrus Capital use?
Cirrus Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $150M and Interactive Brokers LLC (Greenwich, CT), with $7.81M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Cirrus Capital have?
Cirrus Capital has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cirrus Capital invest in?
At the end of its last fiscal year, Cirrus Capital’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities, 5% cash and equivalents, 3% U.S. government and agency bonds, 3% investment grade corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cirrus Capital?
Cirrus Capital’s direct owner is William Hubbard (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Cirrus Capital get paid?
Cirrus Capital is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cirrus Capital?
Cirrus Capital’s main office is at 33 Bloomfield Hills Parkway, Suite 255, Bloomfield Hills, MI 48304. Its phone number is 248-290-6222. Its website is axisfinancialgp.com.