CCM INVESTMENT COUNSEL

RIASEC Registered

Total AUM

$38.6M

Discretionary

$38.6M

100% of AUM

Avg account

$270K

Accounts

143

Employees

1

Advisory reps

1

Firm details

Headquarters: STOW, Ohio
CRD number: 121174
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Individuals44.61%
HNWI35.59%
Charitable Organizations12.08%
Pension & Profit Sharing Plans7.72%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ccm Investment Counsel operates as a corporation focused on providing portfolio management services to both individual and institutional clients. The firm emphasizes a fee structure based on a percentage of assets under management. While it does not classify itself as an active ESG investor, Ccm Investment Counsel is dedicated to managing portfolios for small businesses and institutions, catering to a diverse client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds58%
Exchange Traded Equities34%
Cash & Cash Equivalents4%
Investment Grade Corp Bonds3%
Public Funds/Mutual Funds1%

Contacts

1 of 1

FRANK CIHLAR
Founder and Investment CounselorCRD 4547976

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

STOW, OH

SUMMIT

Location

STOW, OH

Headquartered in STOW, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area: Cleveland-Akron-Canton, OH
Region: Midwest
County: SUMMIT
Address: Stow Professional Darrow Rd
Time zone: ET (UTC-5)
Office locations

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