Wealth Manager
    SEC Registered

    Ccm Investment Advisers, LLC

    Registered investment advisor · Columbia, South Carolina · CRD #105743

    Assets Under Management
    $1.5B
    Client Accounts
    1,235
    Employees
    11
    CRD Number
    105743
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Pershing Llc, Wells Fargo Advisors Financial Network, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ccm Investment Advisers, LLC

    CCM Investment Advisers, LLC is a private, independent investment management firm founded in 1986 in Columbia, SC, offering fiduciary, fee-only services, and managing over $1.2 billion in assets. It specializes in customized investment solutions for high-net-worth individuals and institutions.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ccm Investment Advisers, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Ccm Investment Advisers, LLC's AUM?

    Ccm Investment Advisers, LLC reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ccm Investment Advisers, LLC headquartered?

    Ccm Investment Advisers, LLC is headquartered in Columbia, South Carolina.

    What is Ccm Investment Advisers, LLC's CRD number?

    Ccm Investment Advisers, LLC's CRD number is 105743. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ccm Investment Advisers, LLC manage?

    Ccm Investment Advisers, LLC manages approximately 1,235 client accounts according to its latest SEC filing.

    Is Ccm Investment Advisers, LLC SEC registered?

    Yes, Ccm Investment Advisers, LLC is registered with the SEC as an investment adviser with an approved registration status.

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