Cephus Capital Management LLC is an adviser based in Fairfax. It manages $24.13 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2004.
Cephus Capital Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cephus Capital Management LLC is $24.13 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cephus Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cephus Capital Management LLC performs its advisory services is located at #1 Cascade, Fairfax, CA 94930 2103 The mailing address of the firm is P.O. Box 1060, Larkspur, CA 94977 1060. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (415) 785-3190 or by fax (415) 329-3311. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday.