Pelorus Capital Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
9
Advisory reps
3

Firm details

Headquarters
Irvine, California
CRD number
342820
Registered since
July 13, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pelorus Capital Management, LLC is a recently formed SEC-registered advisory firm organized as an LLC; its SEC registration is listed in 2026. The firm combines advisory services with insurance-broker activities and is identified as a capital allocator. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and it offers selection-of-other-advisers services, indicating it may place client assets with third-party managers in addition to direct management. The firm’s compensation approach includes both assets-under-management fees and fixed-fee arrangements. Pelorus does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser relationships in the available record. The combination of insurance broking and advisory services suggests a cross-disciplinary client offering at launch.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • William Hargrove

    William Hargrove

    Partner, Portfolio ManagerCRD 4898742

  • Joseph Volz

    Joseph Volz

    Managing PartnerCRD 3061366

  • Anne Norris

    Anne Norris

    Partner, Financial AdvisorCRD 2424404

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
7700 Irvine Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth