MARCO ISLAND, FLCRD 311969Latest ADV April 24, 2026
Cic, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marco Island, FL. Its latest Form ADV filing, dated April 24, 2026, reports $300M in regulatory assets under management, 2 employees, and 14 accounts.
Assets Under Management
$300M
Employees
2
Offices
--
Total Clients
<5
Primary office
MARCO ISLAND, FL
606 BALD EAGLE DRIVE, SUITE 608, MARCO ISLAND, FL, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of April 24, 2026
Discretionary100.0%
$300M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$300M
Total Accounts14
10Y AUM Change+$300M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.