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)
5.04.03.02.01.00.02000200620132020
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)
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TX 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
Merganser Capital Management LP
MA 2.8
First Pacific Advisors Inc
CA 2.8
Mid-Continent Capital LLC
IL 2.7
PRIO Wealth Limited Partnership
MA 2.7
Lamco Advisory Services Inc
FL 2.7
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