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CC INVESTMENT ADVISORS, INC.
CRD 117895
8101 N.W 10TH STREET, SUITE B, OKLAHOMA CITY, OK, 73127, United States
Phone
405-495-0100
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$15.4M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.7M |
| Charitable organizations | 1 | $12.6M |
| Corporations/business entities | 2 | $111K |
Official SEC filing: View on IAPD