Investment adviser · CRD 311969
CIC, LLC
Investment adviser filing (IA)
MARCO ISLAND, FL, United States · Form ADV filed Apr 24, 2026
- Regulatory AUM
- $300M Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 1 | $299,750,855 | 100.0% |
Filing source
Form ADV 2098483 · Apr 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 24, 2026. View historical filings
Reported services
Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
606 BALD EAGLE DRIVE, SUITE 608MARCO ISLAND, FL, 34145, United States
CRD 311969
Filing source
Form ADV 2098483 · Apr 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.