← Back to search
CCR INVESTMENT ADVISERS, LLC
CRD 298279
3002 TURNER ST, PONCA CITY, OK, 74604, United States
Phone
580-304-3554
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.8M
Discretionary AUM
$55.8M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $10.6M |
| High net worth individuals | 26 | $37.9M |
| Charitable organizations | 2 | $7.3M |
Official SEC filing: View on IAPD