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Cic, LLC

● SEC registered since 2021CRD 311969SEC# 801-120119Marco Island, FL
Export (members)
Reg. AUM
$299.8M
Employees
2
Accounts
14
Location
Marco Island, FL

Cic, LLC assets under management

Cic, LLC is an investment advisory firm registered with the SEC based in Marco Island, FL. The firm has been registered since 2021. It reports $299.8 million in regulatory assets under management and employs 2 people.

Cic, LLC owners & executives

5 reported
NameTitleOwnershipSince
Clearshares Llc ControlMemberOver 75%2020
Thomas Edward Deegan ControlCeoUnder 5%2020
Walter Alan GilmoreCcoUnder 5%2020
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Frequently asked questions

How much does Cic, LLC manage?

Cic, LLC reports $299.8 million in regulatory assets under management on its Form ADV.

How many employees does Cic, LLC have?

Cic, LLC reports 2 employees.

Where is Cic, LLC located?

Cic, LLC is based in Marco Island, FL and has been SEC-registered since 2021.

Does Cic, LLC disclose fund performance?

Cic, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address606 Bald Eagle Drive, Suite 608, Marco Island, FL 34145
Phone(212) 359-0959
Office hours9-5
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$299.8M▲ 9%
Feb '25 — $275.9MMar '25 — $275.9MApr '25 — $275.9MMay '25 — $275.9MJun '25 — $275.9MJul '25 — $275.9MAug '25 — $275.9MSep '25 — $275.9MOct '25 — $275.9MNov '25 — $275.9MDec '25 — $275.9MJan '26 — $275.9MFeb '26 — $275.9MMar '26 — $299.8MApr '26 — $299.8MMay '26 — $299.8MJun '26 — $299.8M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$299.8Mregulatory AUM
Discretionary $299.8M