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CCM Investment Advisers, LLC

Headquartered in COLUMBIA, SC

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Firm Information

CCM Investment Advisers, LLC is a Columbia, South Carolina-based investment advisor with over $1 billion in assets under management. The firm offers portfolio management services to individuals, businesses, and charitable organizations. CCM Investment Advisers, LLC also participates in wrap fee programs.

CCM Investment Advisers, LLC

1201 MAIN STREET SUITE 1910

COLUMBIA, SC 29201

$1.09B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CCM INVESTMENT ADVISERS, LLC has a total of 2 branch locations across the country.
location

COLUMBIA, SC

location

CHAPIN, SC

Advisors at CCM Investment Advisers, LLC

View All 9 Advisors
Unclaimed
Robert Frazer Key

CFA®, RA

COLUMBIA, SC

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Fowler William Cary

RA

COLUMBIA, SC

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Unclaimed
Christopher Wilson Antley

RA

COLUMBIA, SC

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Unclaimed
Anthony Franklin Carimi

RA

COLUMBIA, SC

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Unclaimed
Michael Anthony Burkett

CFA®, RA

COLUMBIA, SC

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Unclaimed
Rebecca Folline Rhodes

RA

COLUMBIA, SC

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Unclaimed
Richard Joseph Linden

RA

COLUMBIA, SC

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Unclaimed
Christian John Leveque

RA

COLUMBIA, SC

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Disclosures

There are no public disclosures for CCM Investment Advisers, LLC.

Frequently Asked Questions (6)

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