CIC, LLC
  • CIC, LLC

Adviser Profile

As of Date 04/24/2026
Registration SEC, Approved, 01/08/2021
ADV Location MARCO ISLAND, FL, United States
Contact Info (21 xxxxxxx
AUM* 299,750,855 32%
of that, discretionary 299,750,855 32%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 21,410,775 50%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

300M 257M 214M 171M 128M 86M 43M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary