Icc Capital Management Inc (Orlando)

Name: Icc Capital Management Inc
Address: 390 North Orange Avenue, Orlando, FL, 32801
Telephone: 800-480-6445

Icc Capital Management Inc is a large advisory firm based in Orlando. It manages $1.17 billion of regulatory assets for 227 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, and Florida.

Icc Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Icc Capital Management: assets under management

The assets under management (AUM) of Icc Capital Management Inc is $1.17 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.17 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Icc Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Icc Capital Management Inc

James Andrew Richey has been acting as President since 1 Dec 1997. Robert Mark Ohanesian joined the executive team most recently as the Cio Fixed Income Strategies.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Gregory Rundell	Managing director	1 Apr 1990	Other	2144210
Incorporated Icc Capital	Holding company	1 May 1995	75% - 100%	59-1873605
Bart Mcmurry	Ceo	1 Dec 1997	Other	2402048
James Andrew Richey	President/cio	1 Dec 1997	Other	4362725
Steven Michael Stack	Chief compliance officer	1 Jan 2004	Other	4639863
Jennifer Lynn Cute	Chief operations officer	1 Jan 2006	Other	2405563
Bart Nmi Mcmurry	Chief financial officer	1 Aug 2007	Other	2402048
Jennifer Lynn Cute	Chief operating officer	1 Sep 2007	Other	2405563
Bart Nmi Mcmurry	Cfo/cio	1 Oct 2011	Other	2402048
James Andrew Richey	President, chairman investment policy committee, cio multi-cap strategy	1 Oct 2011	Other	4362725
Robert Mark Ohanesian	Chief executive officer, cio fixed income strategies	1 Oct 2011	Other	2478141
Steven Michael Stack	Coo/cco	1 Sep 2013	Other	4639863
Robert Mark Ohanesian	Cio fixed income strategies	1 Jun 2014	Other	2478141
Robert Scott Popaditch	Chief executive officer	1 Jul 2014	Other	6126402

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Grant Irwin Mcmurry	Managing director	1 Sep 1986	25% - 50%	1742794
Grant Mcmurry	Chairman	1 Sep 1986	25% - 50%	1742794
Bart Nmi Mcmurry	Managing director	1 Dec 1997	Other	2402048
Michael Heflin Tindal	Managing director	1 Dec 1997	Other	4362733
Jennifer Lynn Cute	Managing director	1 Jan 2004	Other	2405563
Richard Wayne Rinderknecht	Managing director	1 Apr 2005	Other	376899
Richard Harold Nolan	Managing director	1 Aug 2007	Other	348798
John Robert Larkin	Managing director	1 Aug 2007	Other	302612
Robert Mark Ohanesian	Chief executive officer	1 Aug 2007	Other	2478141
Kevin John Quinn	Director	1 Aug 2007	Other	1691533
Richard Wayne Rinderknecht	Shareholder	1 Dec 2007	Other	376899
Jennifer Lynn Cute	Shareholder	1 May 2008	Other	2405563
James Andrew Richey	Shareholder	1 Jun 2013	Other	4362725

Based in Orlando

The principal office where Icc Capital Management Inc performs its advisory services is located at 390 North Orange Avenue, Orlando, FL 32801, which is also the mailing address of the firm. An additional office of the firm is in Walnut Creek, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-480-6445 or by fax 407-841-2814. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at icccapital.com.