CIC WEALTH, LLC
CIC WEALTH, LLC of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 290198). Regulatory assets under management: $658.8M.
Registration
- CRD: 290198
- SEC file number: 801-111990
- Type: Registered investment adviser
- Location: 1101 WOOTTON PARKWAY, SUITE 980, ROCKVILLE, MD, 20852
- Phone: 301.816.4683
- Latest filing: 2024-03-15
- Regulatory AUM: $658.8M
- Discretionary AUM: $650.2M
- Non-discretionary AUM: $8.6M
- Clients: 16
- Accounts: 2,144
Officers, owners & control persons (5)
| Name | Role | Location |
|---|
| GOODMAN ANDREW BRIAN | CHIEF INVESTMENT OFFICER | — |
| SHUCKEROW MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER; OWNER | — |
| CAPPADORA FRANK CHRIS | MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| FEIN MICHAEL BRETT | OWNER; PRESIDENT | — |
| WIBBERLEY RYAN BRUCE | CHIEF COMPLIANCE OFFICER AND CEO; CHIEF EXECUTIVE OFFICER; OWNER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| CIC WEALTH PRIVATE CREDIT FUND | Other Private Fund | — | 32 | $9.4M | $50K |
Fund service providers (1)
- administrator: JTC FUND SOLUTIONS RSA (PTY) LTD
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