Cic, LLC

RIASEC RegisteredEst. 2021
Total AUM
$300M
Discretionary
$300M
100% of AUM
Avg account
$21.4M
Accounts
14
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Private Funds 24%, Cash & Cash Equivalents 5%, Other 3%68%
  • Exchange Traded Equities68%
  • Private Funds24%
  • Cash & Cash Equivalents5%
  • Other3%

Owners & executives

2 of 2
  • Thomas Deegan

    Chief Executive OfficerCRD 6379485

  • Walter Gilmore

    Walter Gilmore

    Chief Compliance OfficerCRD 1996728

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth