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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CIRRUS CAPITAL LLC

CRD 288297

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0979b5be-aa32-5cd7-0a00-9b8116768434

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: May 1, 2025 to Aug 17, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $170MItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $170M
Private client RAUM: $164MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $34.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 893
Individual clients: 294
High net worth clients: 36
Custody, client assets: $28.5M
SEC number: 801-132907
CRD: 288297
Filings on the tape: 5
First filed: May 1, 2025
Latest filed: Aug 17, 2026
Organised: Limited Liability Company, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM N HUBBARD	n/a	BLOOMFIELD HILLS, MI	8	14	1	no
GREGORY H. ORAY	n/a	BLOOMFIELD HILLS, MI	4	11	2	no
CHRIS SHAWN BERKEL	n/a	EDMOND, OK \| BLOOMFIELD HILLS, MI	1	19	1	no
PAUL C DZIEPAK	n/a	BLOOMFIELD HILLS, MI	1	14	4	no
John Schuman LeClercq	Chartered Financial Analyst	EDMOND, OK \| BLOOMFIELD HILLS, MI	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUBBARD, WILLIAM, N	MANAGING MEMBER/CCO	E	yes	04/2017	Aug 17, 2026	Aug 17, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$170M	$170M	6	5	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$170M	n/a	n/a	n/a	n/a	6	n/a	2	n/a

Relationships

Controls (1)

← HUBBARD, WILLIAM, NOwnerMANAGING MEMBER/CCO, ownership code E, individual
Aug 17, 2026 to presentfactForm ADV

Registered with (7)

← John Schuman LeClercqAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← PAUL C DZIEPAKAdvisorregistration: current employment
May 5, 2025 to presentfactForm ADV
← CHRIS SHAWN BERKELAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← GREGORY H. ORAYAdvisorregistration: current employment
Aug 26, 2022 to presentfactForm ADV
← WILLIAM N HUBBARDAdvisorregistration: current employment
Feb 12, 2018 to presentfactForm ADV
← GEORGE FRANKLIN WELLSAdvisorregistration: previous registration
May 16, 2022 to Nov 3, 2023factForm ADV
← Bryan David FrancoAdvisorregistration: previous registration
Dec 5, 2019 to May 2, 2023factForm ADV

Dated events

Occurred
Nov 3, 2023
Advisor changed firm
George Franklin Wells left Cirrus Capital Llc for Wealth Watch Advisors, Inc (registered 2024-05-21)
Form ADVobserved 5 days ago
Occurred
May 2, 2023
Advisor changed firm
Bryan David Franco left Cirrus Capital Llc for Carrera Capital Advisors (registered 2025-11-25)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0979b5be-aa32-5cd7-0a00-9b8116768434
First observed: May 1, 2025
Last observed: Aug 17, 2026 34 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CIRRUS CAPITAL LLC

CRD 288297

BLOOMFIELD HILLS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0979b5be-aa32-5cd7-0a00-9b8116768434

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM N HUBBARD

n/a

BLOOMFIELD HILLS, MI

GREGORY H. ORAY

n/a

BLOOMFIELD HILLS, MI

CHRIS SHAWN BERKEL

n/a

EDMOND, OK | BLOOMFIELD HILLS, MI

PAUL C DZIEPAK

n/a

BLOOMFIELD HILLS, MI

John Schuman LeClercq

Chartered Financial Analyst

EDMOND, OK | BLOOMFIELD HILLS, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUBBARD, WILLIAM, N

MANAGING MEMBER/CCO

yes

04/2017

Aug 17, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$170M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$170M

n/a