CCM INVESTMENT ADVISERS, LLC
SEC RegisteredLeaders in the Active Management of Balanced, Equity, & Fixed Income Portfolios
About the firm
CCM Investment Advisers, LLC is a privately owned, registered investment adviser located in Columbia, SC, with over $1.5 billion in discretionary assets under management. The firm's only business is the active management of investment portfolios across balanced, equity, and fixed income strategies. It was founded in 1986 on the philosophy of providing individual attention to each client's investment objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Active management of investment portfolios across a complete array of investment styles and approaches spanning the risk spectrum, with each client account managed as a separate portfolio by a CCM adviser based on individual investment objectives.
Who they serve
Individuals, corporations, municipalities, institutions, endowments, foundations, pension and profit sharing plans, insurance companies, and trusts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 736 | $257M |
| High Net Worth Individuals | 137 | $747M |
| Charitable Organizations | 7 | $15M |
| State/Municipal Entities | 24 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equity/Balanced - Up to $2,500,000 | 1.00% |
| Equity/Balanced - Next $2,500,000 | 0.90% |
| Equity/Balanced - Next $5,000,000 | 0.75% |
| Equity/Balanced - Next $10,000,000 | 0.60% |
| Equity/Balanced - Over $20,000,000 | 0.45% |
| Fixed Income - Up to $10,000,000 | 0.50% |
| Fixed Income - Next $10,000,000 | 0.35% |
| Fixed Income - Over $20,000,000 | 0.25% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CCM INVESTMENT ADVISERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.