# CC Capital Insurance Advisors LLC

> CC Capital Insurance Advisors LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 334723
- Filed as: CC CAPITAL INSURANCE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334723
- AdvisorCensus page: https://advisorcensus.com/firm/cc-capital-insurance-advisors-llc-new-york-ny-334723

## Quick answers

**How is CC Capital Insurance Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CC Capital Insurance Advisors LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CC Capital Insurance Advisors LLC located?**
CC Capital Insurance Advisors LLC's principal office is in New York, NY, according to its Form ADV.

**Is CC Capital Insurance Advisors LLC registered with the SEC or a state?**
CC Capital Insurance Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334723.

**How much does CC Capital Insurance Advisors LLC manage?**
CC Capital Insurance Advisors LLC reports $937,350,545 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**How have CC Capital Insurance Advisors LLC's assets and staff changed since 2025?**
In the Form ADV data for CC Capital Insurance Advisors LLC: Regulatory assets under management: $320,000,000 in the October 2025 data and $937,350,545 in the October 2026 data, up 193%. Total employees: 6 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CC Capital Insurance Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); insurance companies (1).

**Which custodians does CC Capital Insurance Advisors LLC use?**
CC Capital Insurance Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan as a custodian holding 10% or more of its separately managed account assets.

**Does CC Capital Insurance Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334723

**What changed in CC Capital Insurance Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $320,000,000 to $937,350,545 (+193%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- JP Morgan

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $937,350,545
- Discretionary: $937,350,545
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $599,547,962 |
| Insurance companies | 1 | $337,802,583 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cc.capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $320,000,000 | 6 | June 25, 2025 |
| October 2026 | $937,350,545 | 6 | June 2, 2026 |

Regulatory assets under management: $320,000,000 in the October 2025 data and $937,350,545 in the October 2026 data, up 193%.
Total employees: 6 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $320,000,000 to $937,350,545 (+193%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CC Capital Insurance Advisors LLC (CRD 334723): Form ADV filing data as of October 2026.