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CCM INVESTMENT COUNSEL
CCM MANAGEMENT AND RESEARCH, INC.
CRD 121174
STOW PROFESSIONAL BUILDING, 3869 DARROW ROAD, SUITE 205, STOW, OH, 44224, United States
Phone
330-689-0374
Fax
330-689-0376
Registration
— (—)
Source
State registered
Total AUM
$38.6M
Discretionary AUM
$38.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-07-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $17.2M |
| High net worth individuals | 7 | $13.7M |
| Charitable organizations | 6 | $4.7M |
All web addresses on file
Official SEC filing: View on IAPD