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CAERUS INVESTMENT ADVISORS, LLC
CRD 171716 · SEC 801-110401
CA, United States
Phone
323-835-5560
Fax
484-906-7663
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.2M
Discretionary AUM
$24.5M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $24.5M |
| Pooled investment vehicles | 19 | $92.7M |
States served
CA, NV, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD