# CIC WEALTH, LLC

CIC WEALTH, LLC of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 290198
- Type: SEC-registered investment adviser
- SEC file number: 801-111990
- 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 | GAV | 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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/290198/brochure
- Similar advisers: https://search.stillhousedata.com/firm/290198/similar
- Related entities: https://search.stillhousedata.com/firm/290198/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/290198

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.