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CID CAPITAL II, INC.

CARMEL, IN · CRD 160776 · IAPD ↗ · cidcap.com · 317-818-5030

$515.8MRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — CID CAPITAL II, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — CID CAPITAL II, INC. crossed $500M in regulatory AUM ($292.4M -> $564.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.