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 formed in 1987 and organized as an LLC. The firm manages portfolios for individual and family clients as well as institutional accounts, charging clients a percentage-of-assets fee. Its advisory activities emphasize portfolio management for both individuals/small businesses and for businesses or institutions. CCM identifies as an active ESG investor, indicating environmental, social, and governance factors are incorporated into its process.
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 8Active vs passive
$3.1M in ETFs
77%
$2.4M
7%
$730K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $553K | 738 | 17.65% |
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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