# Ciccarelli Advisory Services

Ciccarelli Advisory Services is a Multi Family Office based in Naples, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Naples, United States
- **Region:** North America
- **Address:** 9601 Tamiami Trail North, Naples, FL 34108, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** casmoneymatters.com
- **LinkedIn:** https://www.linkedin.com/company/ciccarelli-advisory-services-inc-

## Regulatory record

- **CRD number:** 110904
- **SEC file number:** 801-26103
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2025-11-13T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110904

## About

Ciccarelli Advisory Services was established in 1983 by siblings Kim Ciccarelli Kantor and Ray Ciccarelli. The firm functions as a registered investment advisor and multi-family office serving individuals and entities primarily in North America. The firm allocates across collectibles, commodities, fund of funds, hedge funds, private credit, private equity, and real estate. It maintains a confirmed focus on healthcare services. Geographic reach centers on the United States with offices in Florida and New York. No specific portfolio companies or co-investors are disclosed in available records. The firm lists 1586 million USD in assets under management per internal records. It employs family members across generations in advisory and operational roles. Additional offices operate in Rochester, New York. Philanthropic vehicles include the Ciccarelli Family Foundation. The firm operates as a multi-generational family-led RIA with direct family involvement in client advisory and firm governance. Succession has passed through named family members including Jill Ciccarelli Rapps and Paul F. Ciccarelli.

## Sectors

- Healthcare Services

## Offices

- Rochester, NY, United States

## People

- Kim Ciccarelli Kantor — President
- Ray Ciccarelli — Vice President
- Jill Ciccarelli Rapps — Vice President and Financial Advisor
- Paul F. Ciccarelli — Vice President and Financial Advisor

## Questions

### Who runs investment decisions at Ciccarelli Advisory Services?

Kim Ciccarelli Kantor serves as president. Ray Ciccarelli, Jill Ciccarelli Rapps, and Paul F. Ciccarelli hold vice president and advisor roles. Decisions rest with these family principals.

### What asset classes does Ciccarelli Advisory Services deploy into?

Allocations include collectibles, commodities, fund of funds, hedge funds, private credit, private equity, and real estate. Healthcare services receives explicit focus.

### Where does Ciccarelli Advisory Services maintain offices?

Headquarters sit in Naples, Florida. A second office operates in Rochester, New York.

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Last updated: 2026-06-03T20:00:00.000Z

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