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CICCARELLI ADVISORY SERVICES INC
CRD 110904File 801-26103
APPROVED
Retail clients
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.59B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $1.59B
Clients
3,553
3,553 accounts
Employees
16
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 31, 1985
- Principal office
- 9601 TAMIAMI TRAIL NORTH, NAPLES, FL, 34108
- Phone
- 239-262-6577
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.59B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.59B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 3,553
- Total accounts
- 3,553
- AUM per client
- $446K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 546 | $971.2M |
| Individuals (other than high net worth individuals) | 3,007 | $615.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 15 | 16 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 2,092 | 3,553 | increased by1,461 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,418,463,150 | $1,586,316,444 | increased by$167,853,294 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 3,528 | 3,553 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 15 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,837 | 2,092 | increased by255 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,174,537,775 | $1,418,463,150 | increased by$243,925,375 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,025 | 3,528 | increased by503 |
| Dec 1, 2021 | Employees | 11 | 16 | increased by5 |
| Dec 1, 2021 | Clients | 1,694 | 1,837 | increased by143 |
| Dec 1, 2021 | AUM | $922,352,042 | $1,174,537,775 | increased by$252,185,733 |
| Dec 1, 2021 | Accounts | 2,884 | 3,025 | increased by141 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CICCARELLI ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CICCARELLI ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.