CIRRUS CAPITAL MANAGEMENT, LLC

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Client assets under management

$25,623,815

Clients

33% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$711,773

About

Cirrus Capital Management provides discretionary investment management to individual client accounts, including individuals, trusts, pension and profit-sharing plans, and other business entities. The firm manages portfolios of equities, options and exchange-traded funds and offers basic financial planning services to clients on an incidental, no‑charge basis.

Investment decisions are made using a multi‑strategy, top‑down approach that combines fundamental, technical, cyclical and sentiment analysis, with typical holding periods measured in days to months. Client accounts are allocated among defined portfolio groups that vary by account size, type and risk tolerance; the Longbow group is the only portfolio that routinely uses margin and permits short selling, while options are used across portfolios for hedging and directional positions.

Cirrus provides customized quarterly performance reports to clients and makes firm information available via its website and ADV filings, reflecting an explicit use of performance reporting that is uncommon among peers. A member of the firm is licensed in Florida to sell life insurance and fixed annuities and may offer those products to clients when deemed suitable, though insurance activity is limited and not actively pursued.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Percentage

2.0% annually

Other

Account minimum: $100,000

Most active in

Florida · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 813-343-0143

Advisors at this firm

Troy T

Series 66

Tampa, FL

CIRRUS CAPITAL MANAGEMENT, LLC

Troy Tonn is a financial advisor at Cirrus Capital Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Cirrus Capital since 2009. In addition to his advisory role, Mr. Tonn maintains a Florida license to sell life insurance and annuities, which he occasionally offers when suitable for clients. Cirrus Capital Management provides discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, and certain business entities. The firm employs a multi-strategy, top-down investment approach aimed at positive absolute returns with managed volatility and offers regular performance reporting to clients.

Active portfolio management Options & derivatives strategies Concentrated stock management

Timothy T

Series 65

Tampa, FL

CIRRUS CAPITAL MANAGEMENT, LLC

Timothy Tonn is a financial advisor at Cirrus Capital Management, LLC in Tampa, FL, holding a Series 65 designation with 20 years of industry experience. He has been with Cirrus Capital Management since 2003. Cirrus Capital Management provides discretionary portfolio management for individuals, trusts, pension and profit-sharing plans, and certain business entities, managing approximately $22 million across about 41 accounts. The firm employs a multi-strategy, top-down investment process focused on positive absolute returns with controlled volatility, and it offers regular performance reporting to clients.

Active portfolio management Options & derivatives strategies Concentrated stock management

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