Caerus Investment Advisors, LLC
Caerus Investment Advisors, LLC is an independent, California-founded investment advisory firm, now headquartered in West Lake Hills, Texas. The firm, solely owned by Michael Cheung, has been providing investment advisory services since its founding in 2013. Serving individuals (including high net worth clients) and pooled investment vehicles, Caerus Investment Advisors employs around 6 professionals and manages both separate accounts and private funds.
Investment Strategy
Caerus Investment Advisors implements a diversified, fundamentally-driven investment approach, focusing on both individual and pooled accounts for mostly US-based high net worth individuals and pooled investment vehicles. The firm utilizes customized strategies tailored to client objectives, often employing a blend of traditional asset classes such as equities and fixed income, and may incorporate alternative assets via private funds. Its SEC filings indicate significant use of passive index strategies (such as VOO, SPY), income-oriented funds (e.g., QYLD, XYLD), and large-cap technology securities. Their investment philosophy emphasizes risk-adjusted returns and tailored portfolio management.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 15.57% | $16.3M | 28,750 | $401.58 | $568.03 | +$1.6M |
X XYLD | GLOBAL X FDS | 11.85% | $12.4M | 319,267 | $40.47 | $38.94 | -$1.8M |
G GOOG | ALPHABET INC | 10.93% | $11.5M | 64,640 | $144.62 | $177.39 | +$1.4M |
S SPY | SPDR S&P 500 ETF TR | 9.92% | $10.4M | 16,835 | $482.10 | $617.85 | +$311.8K |
Q QYLD | GLOBAL X FDS | 9.75% | $10.2M | 611,851 | $17.67 | $16.72 | -$2.0M |