# IIC

> IIC is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 1, 2026.

- CRD: 168705
- Legal name: Institutional Investment Consulting
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: February 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168705
- AdvisorCensus page: https://advisorcensus.com/firm/iic-bloomfield-hills-mi-168705

## Quick answers

**How is IIC compensated?**
On its Form ADV (Item 5.E, October 2026), IIC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is IIC located?**
IIC's principal office is in Bloomfield Hills, MI, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is IIC registered with the SEC or a state?**
IIC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168705.

**How much does IIC manage?**
IIC reports $125,000,000 in regulatory assets under management in its Form ADV filing dated February 1, 2026 (100% discretionary).

**How have IIC's assets and staff changed since 2021?**
In the Form ADV data for IIC: Total employees: 13 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does IIC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (45).

**Which custodians does IIC use?**
IIC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Empower Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does IIC 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/168705

**What changed in IIC's recent Form ADV filings?**
In the February 2026 filing data: Registered or notice-filed in UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 1, 2026)

- Minimum annual fee: None

> The Registrant does not generally require an annual minimum fee or asset level for investment services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Empower Financial Services, Inc.

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: $125,000,000
- Discretionary: $125,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 45 | $125,000,000 |

### Advisory services (Item 5.G)
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 13 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, DC, LA, MI, NE, TN, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Naugatuck, CT

### Websites listed on Form ADV (Item 1.I)
- [iic-usa.com](https://iic-usa.com)
- LinkedIn @institutional-investment-consulting-inc-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 13 | February 18, 2021 |
| October 2022 | Not reported | 13 | March 21, 2022 |
| October 2023 | Not reported | 13 | March 20, 2023 |
| October 2024 | Not reported | 13 | June 11, 2024 |
| October 2025 | Not reported | 13 | March 19, 2025 |
| October 2026 | $125,000,000 | 13 | February 1, 2026 |

Total employees: 13 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Registered or notice-filed in UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IIC (CRD 168705): Form ADV filing data as of October 2026.