CCM Investment Advisers LLC

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Assets, Funds, Holdings

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CAFR Data
CCM Investment Advisers LLC
CRD #105743
SEC #801-29159
CIK #
AUM $2.8 BB (100% Disc, 100% US)
Employees14 (43% Investors, 0% Brokers)
Phone803-254-9500
Address1201 Main Street Suite 1910
Columbia, SC 29201
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.017.7
AMZN820,610.017.4
MSFT865,660.014.6
LLY-0.013.6
UNH233,310.013.2
CSCO228,550.013.1
AMGN114,590.012.3
MDT123,390.012.2
HUM37,040.012.0
FISV33,690.011.9
View All
Holdings by Sector ($)
0.80.60.50.30.20.02014201620182020
Comparable Firms State AUM ($BB)
Kore Private Wealth LLC
NY 2.8
Oberweis Asset Management Inc
IL 2.8
Lakeview Capital Partners LLC
GA 2.8
Prospera Financial Services Inc
TX 2.8
Bartlett & Co
OH 2.8
Provident Investment Advisors Inc
OH 2.8
TAG Associates Ltd
NY 2.8
TFO Phoenix Inc
AZ 2.8
Systematic Financial Management LP
NJ 2.8
Meeder Asset Management Inc
OH 2.8
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