Caerus Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 26, 2026, reports $117M in regulatory assets under management, 5 employees, 1 office, and 54 accounts.
Top client segmentHNWI represent 64.8% of total clients.
Top client categories% of clientsClients
1
HNWI
64.8%
35
2
Pooled Investment Vehicles
35.2%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of March 26, 2026
Discretionary20.9%
$24M
21% of total RAUM20.9%
Non-discretionary79.1%
$93M
79% of total RAUM79.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$117M
Total Accounts54
10Y AUM Change+$10M (+9.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee11:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.