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Michael Hoi-Ming Cheung

CAERUS INVESTMENT ADVISORS, LLC·WEST LAKE HILLS, Texas
Series 7, Series 66Clean record15 years registeredCAERUS INVESTMENT ADVISORS, LLC
311 LAUREL VALLEY ROAD, WEST LAKE HILLS, TX 78746CRD# 5683262Firm CRD# 171716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Hoi-Ming Cheung · WEST LAKE HILLS, TX
Registration
CRD #5683262 · CAERUS INVESTMENT ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

DISHMI CAPITAL, LLC
Jun 2025 – present
CAERUS INVESTMENT ADVISORS, LLC
Sep 2014 – present
CREDIT SUISSE SECURITIES (USA) LLC
Sep 2010 – Sep 2014
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 3, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAERUS INVESTMENT ADVISORS, LLC
CRD 171716 · SEC 801-110401
AUM
$206M
Regulatory assets under management
Employees
5
194 client accounts
Services offered by CAERUS INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CAERUS INVESTMENT ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Michael Hoi-Ming Cheung offer?
Michael Hoi-Ming Cheung specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WEST LAKE HILLS, Texas for a consultation.
What are Michael Hoi-Ming Cheung's credentials?
Michael Hoi-Ming Cheung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Hoi-Ming Cheung located?
Michael Hoi-Ming Cheung is based in WEST LAKE HILLS, Texas, working with CAERUS INVESTMENT ADVISORS, LLC. Their office serves clients in the WEST LAKE HILLS metropolitan area and surrounding communities.
How does Michael Hoi-Ming Cheung charge for services?
Michael Hoi-Ming Cheung's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAERUS INVESTMENT ADVISORS, LLC?
CAERUS INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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