CIC, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $299.8M |
| Discretionary | $299.8M100% of AUM |
| Client Accounts | 14 |
| Avg Account Size | $21.4M |
| Employees | 2 |
| Peak AUM | $299.8MMar 2026 |
AUM by Client Type
Total AUM
$300M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $300M | +8.6% | +9.2% | +5.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $299.8M |
| Discretionary | $299.8M |
| Employees | 2 |
| Client Accounts | 14 |
| Client Range | 0 |
Contact & Location
Address
606 BALD EAGLE DRIVE, SUITE 608
MARCO ISLAND FL 34145
Phone
(212) 359-0959
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$300M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser