CCM NEW OPPORTUNITIES, LLC
Firm details
- Headquarters
- MERRIAM, Kansas
- CRD number
- 301887
- Registered since
- May 13, 2019
- Custodians
- UMB FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CCM New Opportunities, LLC is a small SEC-registered investment adviser formed as an LLC in 2019. The firm identifies as a related adviser and reports its advisory activity as portfolio management for pooled investment vehicles rather than traditional individual wealth management. It uses a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees — and does not self-identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other85%
- Cash & Cash Equivalents13%
- Derivatives2%
Contacts
3 of 4Samantha Baker
AnalystCRD 7835286
JEFF WHITE
Managing MemberCRD 6164883
ADAM POPE
Managing DirectorCRD 6471019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MERRIAM, KS
JOHNSON
Location
MERRIAM, KS
Headquartered in MERRIAM, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 6700 Antioch Rd
- Time zone
- CT (UTC-6)
- Office locations
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