CCM Investment Advisers Review

Trust Score 98%
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Last updated: June 26th, 2019. 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
Minimum Investment $0
Average Client Balance $3,426,143
Hybrid Advisor No
Disciplinary History No
Total AUM $2.8 billion
Advisor / Client Ratio 1:135
Headquarters Columbia, SC
SEC Filings Forms and Brochures    (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

Questions & Answers

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Edna L mckenzie wrote: Do you service the Atlanta, GA area?

5 months ago
Response from Jessica H at

CCM Investment Advisers is currently licensed to conduct business in Georgia.

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