C
Cerasus Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$130,091,708
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
30
37% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
30
Average account size
$4,336,390
About
Cerasus Advisors provides discretionary portfolio management to a mix of individual and institutional clients, including high‑net‑worth individuals, foundations, pension plans, private investment funds and certain foreign funds such as UCITS/SICAVs and sovereign funds. The brochure indicates the firm serves both U.S. and international clients and tailors services to individual client goals and risk tolerances.
The firm favors a medium‑ to long‑term investment horizon while maintaining flexibility to adapt to client needs, operating two primary income‑oriented strategies: a Global Income strategy for larger and international clients and a North American Focused Income strategy for U.S. accounts. Portfolios are built from diversified fixed‑income instruments and dividend‑paying equities and may employ derivative overlays (covered calls, naked puts, futures and options) and, when conditions warrant, leverage to enhance income or meet liquidity requirements.
Noteworthy for its peer group, Cerasus discloses a material non‑U.S. client base and the explicit use of derivatives and the potential for borrowing within separately managed accounts—practices that are relatively uncommon among supported firms. The firm emphasizes fundamental credit and sector analysis using market data services (e.g., Bloomberg) and notes it does not vote client proxies, leaving proxy voting to clients unless advice is requested.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
Fees are negotiable; billed on a semi-annual basis in arrears using an average value of assets during the period; specific rate not stated
Main office location
Cerasus Advisors Inc
San Antonio FL, United States
Number of offices
1
Most active in
Cerasus Advisors Inc has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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