CCM Investment Counsel

Overview

CCM Investment Counsel is a small, privately owned corporate RIA that provides fee-based portfolio management to both individual/family clients and institutional accounts. The firm bills on a percentage-of-assets-under-management basis and focuses on discretionary portfolio management for individuals, small businesses, and business or institutional clients. CCM does not position itself as a capital allocator to external managers, and it is not identified as an active ESG investor. Regulatory and state-distribution details indicate the adviser operates without a multi-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices