CIC INVESTMENT CONSULTANTS, LLC

RIASEC Registered

Total AUM

$51.9M

Discretionary

$51.9M

100% of AUM

Avg account

$422K

Accounts

123

Employees

Advisory reps

Firm details

Headquarters: GLENWOOD, Arkansas
CRD number: 125459
Website: cicinvestmentconsultants.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI45.47%
Charitable Organizations30.25%
Individuals19.46%
Corporations / Businesses4.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CIC Investment Consultants, LLC is an independent registered investment adviser that serves individual and family clients with a mix of advisory and insurance services. The firm operates as a capital allocator and combines traditional portfolio management and financial planning with insurance brokerage capabilities. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee work, and the firm offers portfolio management across individual, small business and institutional accounts while also providing selection-of-other-advisers and pension consulting services. Investment activity is equity‑centric, with a clear preference for exchange‑traded equities as the primary building block of client portfolios. The firm does not identify as an active ESG investor.