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COMMUNITY CAPITAL MANAGEMENT, LLC
CRD 109368File 801-56201
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.00B
Top 25% of cohort (national)
Discretionary AUM
$7.00B
Clients
83
89 accounts
Employees
39
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 3, 1999
- Principal office
- 261 NORTH UNIVERSITY DRIVE, SUITE 520, FORT LAUDERDALE, FL, 33324-2009
- Phone
- 877-272-1977
- Website
- HTTP://WWW.CCMINVESTS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.00B
- Discretionary AUM
- $7.00B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 89
- Non-discretionary accounts
- 0
- Total accounts
- 89
- AUM per client
- $84.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $115.2M |
| Investment companies | 2 | $4.01B |
| Charitable organizations | 66 | $2.49B |
| Other investment advisers | Fewer than 5 | $65.1M |
| High net worth individuals | 10 | $64.7M |
| Banking or thrift institutions | Fewer than 5 | $23.3M |
| State or municipal government entities | Fewer than 5 | $189.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 40 | 39 | decreased by1 |
| Apr 1, 2026 | Clients | 82 | 83 | increased by1 |
| Apr 1, 2026 | AUM | $6,256,377,754 | $6,995,782,784 | increased by$739,405,030 |
| Apr 1, 2026 | Accounts | 87 | 89 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 40 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 52 | 82 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,162,781,622 | $6,256,377,754 | increased by$2,093,596,132 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 61 | 87 | increased by26 |
| Apr 1, 2022 | Employees | 32 | 33 | increased by1 |
| Apr 1, 2022 | Clients | 44 | 52 | increased by8 |
| Apr 1, 2022 | AUM | $3,295,104,611 | $4,162,781,622 | increased by$867,677,011 |
| Apr 1, 2022 | Accounts | 52 | 61 | increased by9 |
| 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 “COMMUNITY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMMUNITY CAPITAL” 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.