CCM Investment Advisers, LLC
Firm details
- Headquarters
- Columbia, South Carolina
- CRD number
- 105743
- Registered since
- April 3, 1987
- Website
- ccminc.com
- Custodians
- CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI48.18%
- Charitable Organizations16.68%
- Individuals16.6%
- State / Municipal Government14.4%
- Corporations / Businesses1.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
CCM Investment Advisers, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 1987. The firm serves both individuals and families as well as institutional clients, delivering portfolio management services for individuals, small businesses, and other business or institutional investors. CCM charges fees as a percentage of assets under management and identifies itself as an active ESG investor. Ownership is reported as a combination of a domestic entity and individuals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- US Government Bonds17%
- Investment Grade Corp Bonds11%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 11
Carlynn Cary
Client ServicesCRD 7090676
Amanda Antonovich
Client AccountantCRD 7090673
Mackenzie Macklen
Trading AnalystCRD 8189489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$2.3M in ETFs
79%
$1.8M
0%
$474K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $570K | 873 | 25.16% |
Location
Columbia, SC
Richland
Location
Columbia, SC
Headquartered in Columbia, SC, anchoring the Columbia-Orangeburg-Newberry, SC metro in the South.
- Metro area
- Columbia-Orangeburg-Newberry, SC
- Region
- South
- County
- Richland
- Address
- 1201 Main St
- Time zone
- ET (UTC-5)
- Office locations
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