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CCM INVESTMENT ADVISERS, LLC
CRD 105743File 801-29159
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.55B
Above cohort median (national)
Discretionary AUM
$1.55B
Clients
914
1,235 accounts
Employees
11
Top 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 3, 1987
- Principal office
- 1201 MAIN STREET SUITE 1910, COLUMBIA, SC, 29201
- Phone
- 803-254-9500
- Website
- HTTPS://WWW.CCMINC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.55B
- Discretionary AUM
- $1.55B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,235
- Non-discretionary accounts
- 0
- Total accounts
- 1,235
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $25.4M |
| Charitable organizations | 24 | $258.5M |
| High net worth individuals | 137 | $746.5M |
| Pension and profit sharing plans | 7 | $14.7M |
| State or municipal government entities | 2 | $223.2M |
| Individuals (other than high net worth individuals) | 736 | $257.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 916 | 914 | decreased by2 |
| Apr 1, 2026 | Clients | 797 | 916 | increased by119 |
| Apr 1, 2026 | AUM | $1,318,093,474 | $1,549,608,058 | increased by$231,514,584 |
| Apr 1, 2026 | Accounts | 1,057 | 1,235 | increased by178 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 11 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 801 | 797 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,050,837,497 | $1,318,093,474 | increased by$267,255,977 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 801 | 1,057 | increased by256 |
| Jun 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 811 | 801 | decreased by10 |
| Apr 1, 2022 | AUM | $908,369,874 | $1,050,837,497 | increased by$142,467,623 |
| Apr 1, 2022 | Accounts | 811 | 801 | decreased by10 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CCM INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CCM INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.