CCM Investment Advisers

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Last updated: February 23rd, 2020. Data source: SEC filings.


CCM Investment Advisers, federally registered in 1987, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 6 advisors. CCM Investment Advisers manages $2.8 billion and provides investment advisory services for 809 clients (1:135 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 11
Percentage of Advisors Trusted 100%
Minimum Investment $0
Average Client Balance $3,426,143
Total AUM $2.8 billion
Advisor / Client Ratio 1:135
Headquarters Columbia, SC
SEC Filings View SEC IAPD CRD #105743
State(s) Registered AL, AZ, CO, CT, DC, FL, GA, HI, IN, KY, LA, MA, MT, NV, NY, NC, OH, PA, SC, TN, TX, VA, WA, WI

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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