CCM Investment Advisers, LLC

RIASEC RegisteredEst. 1987
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$1.3M
Accounts
1,235
Employees
11
Advisory reps
11

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

FINTRX

Overview

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

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, US Government Bonds 17%, Investment Grade Corp Bonds 11%, State & Local Bonds 2%, Cash & Cash Equivalents 2%68%
  • Exchange Traded Equities68%
  • US Government Bonds17%
  • Investment Grade Corp Bonds11%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Contacts

3 of 11
  • Carlynn Cary

    Carlynn Cary

    Client ServicesCRD 7090676

  • Amanda Antonovich

    Amanda Antonovich

    Client AccountantCRD 7090673

  • Mackenzie Macklen

    Mackenzie Macklen

    Trading AnalystCRD 8189489

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 8

Active vs passive

$3.1M in ETFs

Passive

77%

$2.4M

Active

7%

$730K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$553K73817.65%
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Location

Primary office

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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