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CIC, LLC
CRD 311969File 801-120119
APPROVED
Filing as of Apr 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$299.8M
Below cohort median (national)
Discretionary AUM
$299.8M
Clients
1
14 accounts
Employees
2
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 8, 2021
- Principal office
- 606 BALD EAGLE DRIVE, SUITE 608, MARCO ISLAND, FL, 34145
- Phone
- (212) 359-0959
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $299.8M
- Discretionary AUM
- $299.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14
- Non-discretionary accounts
- 0
- Total accounts
- 14
- AUM per client
- $299.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 1 | $299.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.