Investment adviser · CRD 105743
CCM INVESTMENT ADVISERS, LLC
Investment adviser filing (IA)
COLUMBIA, SC, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $1.55B Form ADV · Item 5.F
- Client accounts
- 1,235 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 137 | $746,545,992 | 48.2% |
| Charities | 24 | $258,518,677 | 16.7% |
| Individuals | 736 | $257,268,497 | 16.6% |
| Government entities | 2 | $223,171,872 | 14.4% |
| Corporations & businesses | 8 | $25,423,946 | 1.6% |
| Other clients | 2 | $23,985,510 | 1.5% |
| Retirement plans | 7 | $14,693,564 | 0.9% |
Filing source
Form ADV 2067267 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1201 MAIN STREET SUITE 1910COLUMBIA, SC, 29201, United States
CRD 105743
Filing source
Form ADV 2067267 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.