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Caerus Investment Advisors, LLC

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Total assets under management

$117,194,570

Total clients

35

100% high-net worth

Total advisors

5

of 5 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

7

Average account size

$3,348,416

About

Caerus Investment Advisors serves individuals, high-net-worth clients, trusts, estates, corporations and retirement plan sponsors. The firm provides individualized portfolio management through a wrap-fee Comprehensive Portfolio Management program, retirement plan consulting, and also advises and manages pooled investment vehicles and private funds for qualified investors.

The firm’s investment process emphasizes client-specific objectives and Modern Portfolio Theory, with clients able to place reasonable account restrictions and receive ongoing monitoring and education. Investment strategies disclosed in the brochure include long- and short-term equity trading, option writing, margin borrowing, and active portfolio management for private funds that pursue a venture-capital style strategy.

What distinguishes Caerus from many comparable team firms is the combination of sponsoring a wrap-fee program while simultaneously acting as issuer/managing member of multiple private pooled vehicles and providing portfolio management for those vehicles, with custody and audited financial reporting for the funds. The brochure also discloses an affiliation with another registered adviser and that some representatives are dually registered, as well as reliance on specific custodial and platform relationships that may affect execution, research access, and available support services.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Options & derivatives strategies

Fee options

Other

Account minimum: $1,000,000

Main office location

Caerus Investment Advisors, LLC

West Lake Hills TX, United States

Number of offices

2

Most active in

California · Connecticut · Florida · Nevada · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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