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William N Hubbard

Investment adviser representative at Cirrus Capital LLC
11 yearsExperience
3 statesRegistered in
$170.4MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Cirrus Capital LLCApr 2017 to now
  2. FundbaseMar 2017 to Oct 2018
  3. Flexible Plan InvestmentsSep 2015 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2012
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 3 states (MI, OK, TX).

Cirrus Capital LLC

$170.4MAssets managed
333Clients
5Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5709420
Firm CRD
288297
Advisor's SEC record (opens in a new tab)
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