Cic, LLC
Firm details
- Headquarters
- Marco Island, Florida
- CRD number
- 311969
- Registered since
- January 8, 2021
- Custodians
- OPPENHEIMER & CO. INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cic, LLC is a Delaware-style limited liability company operating as an institutional registered investment adviser since 2021. The firm serves an institutional client base and reports advisory services that include portfolio management for businesses or institutions, with pension consulting listed among its advisory activities. Ownership is split across a domestic entity and an individual. Cic charges clients either a percentage of assets under management or fixed fees and does not characterize itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Private Funds24%
- Cash & Cash Equivalents5%
- Other3%
Owners & executives
2 of 2Thomas Deegan
Chief Executive OfficerCRD 6379485

Walter Gilmore
Chief Compliance OfficerCRD 1996728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marco Island, FL
Collier
Location
Marco Island, FL
Headquartered in Marco Island, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 606 Bald Eagle Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Clearshares LLC
RIAMarco Island, FL
Anchor & Oak Wealth Advisors, LLC
RIAMarco Island, FL
Kennon Financial
RIASarasota, FL
Azzendo Wealth Advisors
RIACoral Gables, FL
Deepwork Capital, LLC
RIAOrlando, FL
Lifeinvest Wealth Management, Ltd
RIAMiami, FL