CCR INVESTMENT ADVISERS, LLC

Overview

CCR Investment Advisers, LLC is a small, privately held RIA that focuses on discretionary portfolio management for individuals, families and small businesses. The firm operates with a mix of percentage-of-AUM and fixed fee schedules and favors liquid equities exposure, using exchange-traded instruments as its primary allocation vehicle. CCR works with both individual/family and institutional clients and appears to operate as a single-owner LLC with ties to a banking or thrift institution. Investment activity centers on equity-focused strategies delivered through separately managed accounts and mutual funds, supplemented by targeted allocations to alternatives. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. Its advisory mandate emphasizes tailored portfolio management rather than pension consulting or complex institutional capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices