CCM INVESTMENT MANAGEMENT, LLC

Overview

CCM Investment Management, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients alongside a small number of institutional relationships. The firm combines financial planning and portfolio management for individuals and small businesses with an insurance brokerage practice, which shapes how it sources products and structures client solutions. Its fee model mixes percentage-of-AUM billing with hourly charges and commissionable business, reflecting a hybrid advisory/broker-dealer orientation. Investment activity tilts heavily toward public market equities. Exchange-traded equities are the firm’s primary vehicle for implementing client portfolios, and filings show a clear preference for liquid, publicly traded instruments. CCM is not positioned as a capital allocator in the sense of running multi-manager funds, but it does deploy client capital into third-party alternative opportunities—specifically private placements and real estate—and uses insurance products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices