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CCM INVESTMENT ADVISERS, LLC
CRD 105743 · SEC 801-29159
1201 MAIN STREET SUITE 1910, COLUMBIA, SC, 29201, United States
Phone
803-254-9500
Fax
803-252-9530
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.55B
Discretionary AUM
$1.55B
Team
11 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 736 | $257.3M |
| High net worth individuals | 137 | $746.5M |
| Pension/profit sharing plans | 7 | $14.7M |
| Charitable organizations | 24 | $258.5M |
| State/municipal entities | 2 | $223.2M |
| Corporations/business entities | 8 | $25.4M |
States served
AZ, AR, CA, CO, DC, GA, IL, IN, KY, LA, MD, MA, MI, MS, MT, NE, NV, NJ, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD