Caerus Investment Advisors, LLC
Caerus Investment Advisors, LLC is an SEC-registered wealth manager with $117.2M assets under management (AUM, regulatory AUM), -40% over one year. See who owns Caerus Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171716, SEC 801-110401, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $117.2M (2026-03-26)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 54
- CRD
- 171716
- Ownership
- CHEUNG, MICHAEL, HOI-MING; CLARK, JESSICA, NADINE
How much AUM does Caerus Investment Advisors, LLC have?
Caerus Investment Advisors, LLC reported $117.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Caerus Investment Advisors, LLC?
Disclosed owners and executives of Caerus Investment Advisors, LLC include CHEUNG, MICHAEL, HOI-MING, CLARK, JESSICA, NADINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.