CCM Investment Advisers Review

Trust Score 98%
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CCM Investment Advisers, federally registered in 1987, is a Registered Investment Advisor (RIA) in 24 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
Avg Account 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
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?

3 months ago
Response from Jessica H at

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