Ciccarelli Advisory Services Inc
● SEC registered since 1985CRD 110904SEC# 801-26103Naples, FL
Reg. AUM
$1.59B
Employees
16
Accounts
3,553
Location
Naples, FL
Ciccarelli Advisory Services Inc assets under management
Ciccarelli Advisory Services Inc is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 1985. It reports $1.6 billion in regulatory assets under management and employs 16 people.
Ciccarelli Advisory Services Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jill Ciccarelli Rapps | Vice-President | Under 5% | 1994 |
| Kim Ciccarelli Kantor Control | President, Owner | 50-75% | 1985 |
| Louis Karl Albenga Control | Cco/Coo | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Ciccarelli Advisory Services Inc manage?
Ciccarelli Advisory Services Inc reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Ciccarelli Advisory Services Inc have?
Ciccarelli Advisory Services Inc reports 16 employees.
Where is Ciccarelli Advisory Services Inc located?
Ciccarelli Advisory Services Inc is based in Naples, FL and has been SEC-registered since 1985.
Does Ciccarelli Advisory Services Inc disclose fund performance?
Ciccarelli Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9601 Tamiami Trail North, Naples, FL 34108 |
| Phone | 239-262-6577 |
| Fax | 239-649-6315 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.59B▲ 12%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.59Bregulatory AUM
Discretionary $0Non-discretionary $1.59B