CCM INVESTMENT ADVISERS, LLC

CRD 105743File 801-29159

APPROVED

Retail clients

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.55B

Above cohort median (national)

Discretionary AUM

$1.55B

Clients

914

1,235 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	916	914
Aug 12, 2026	Registration	—	APPROVED

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.