Data / Investment advisers / Florida / Ciccarelli Advisory Services Inc
Ciccarelli Advisory Services Inc, Naples, FL: $1.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ciccarelli Advisory Services Inc is an SEC registered investment adviser with its main office in Naples, Florida and reports $1.6 billion in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Ciccarelli Advisory Services Inc (CRD number 110904): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 110904
- SEC file number
- 801-26103
- SEC status
- Approved, effective December 31, 1985
- Main office
- 9601 Tamiami Trail North, Naples, FL 34108
- Phone
- (239) 262-6577
- Regulatory AUM
- $1,586,316,444 in the Form ADV filed September 8, 2026
- Non discretionary AUM
- $1,586,316,444
- Accounts
- 3,553
- Employees
- 16, of which 13 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 546 | $971.2 million |
| Individuals (other than high net worth individuals) | 3,007 | $615.1 million |
Other advisers in Naples
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Moran Wealth Management, LLC | Naples | $5.10 billion | Not listed | adviserinfo.sec.gov |
| Cwa Asset Management Group | Naples | $4.51 billion | 3 | adviserinfo.sec.gov |
| Naples Global Advisors | Naples | $2.00 billion | Not listed | adviserinfo.sec.gov |
| 3edge Asset Management, LP | Naples | $1.95 billion | Not listed | adviserinfo.sec.gov |
| Capital Z Partners Management, LLC | Naples | $1.94 billion | 5 | adviserinfo.sec.gov |
| Evertern Wealth, LLC | Naples | $1.56 billion | Not listed | adviserinfo.sec.gov |
| Private Capital Management | Naples | $1.44 billion | 7 | adviserinfo.sec.gov |
| Terracap Management LLC | Naples | $1.44 billion | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Naples, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Ciccarelli Advisory Services Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.