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| CCM Investment Advisers LLC
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|---|---|
| CRD # | 105743 |
| SEC # | 801-29159 |
| CIK # | 0000931097 |
| AUM | $892.1 MM (2023-03-22) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 803-254-9500 |
| Address | 1201 Main Street Suite 1910 Columbia, SC 29201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0000931097 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 24.6 | |
| Microsoft Corp | 1,918,222.4 | 22.5 | |
| Alphabet Inc | 1,475,138.5 | 18.9 | |
| Jabil Circuit Inc | 7,490.1 | 18.5 | |
| Amazon Com Inc | 1,092,997.8 | 17.3 | |
| Nvidia Corp | 399,550.0 | 16.9 | |
| Eaton Corp Ltd | 51,598.7 | 16.1 | |
| Broadcom Inc | 201,282.9 | 16.0 | |
| Salesforce Com Inc | 170,602.7 | 15.4 | |
| Caterpillar Inc | 99,975.7 | 15.4 | |
| Home Depot Inc | 277,648.0 | 15.3 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 15.0 | |
| Cisco Systems Inc | 178,309.9 | 15.0 | |
| Omnicom Group Inc | 13,096.9 | 14.7 | |
| Priceline Com Inc | 74,682.6 | 14.5 | |
| AbbVie Inc | 269,466.6 | 14.4 | |
| Merck & Co Inc | 232,371.9 | 14.2 | |
| Nike Inc | 161,751.8 | 14.1 | |
| UnitedHealth Group Inc | 477,004.0 | 13.6 | |
| VISA Inc | 419,260.5 | 13.5 | |
| United Parcel Service Inc | 157,208.0 | 13.3 | |
| Adobe Systems Inc | 172,760.2 | 12.9 | |
| Marathon Petroleum Corp | 47,980.8 | 12.9 | |
| Bristol Myers Squibb Co | 167,557.4 | 12.6 | |
| J P Morgan Chase & Co | 340,169.2 | 12.3 | |
| Applied Materials Inc /DE | 82,662.4 | 12.2 | |
| Gilead Sciences Inc | 78,030.8 | 11.9 | |
| Accenture PLC | 179,517.0 | 11.8 | |
| Fiserv Inc | 58,576.2 | 11.7 | |
| Southern Co | 75,035.5 | 11.6 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 644 | 0.2 |
| (b) Individuals (high net worth individuals) | 124 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 0.0 |
| (h) Charitable organizations | 30 | 0.3 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 820 | 0.9 |
| By Discretionary | ||
| Discretionary | 820 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 820 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 820 | 0.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0000931097] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alvarium Investment Advisors US Inc
✚
|
FL | 0.9 |
|
Middleton & Company Inc
✚
|
MA | 0.9 |
|
Payne Capital Management LLC
✚
|
NY | 0.9 |
|
ORG Partners LLC
✚
|
IN | 0.9 |
|
Capital Investment Services of America Inc
✚
|
WI | 0.9 |
|
Bay Colony Advisory Group Inc
✚
|
MA | 0.9 |
|
Valor Capital Management LLC
✚
|
OH | 0.9 |
|
Pinkerton Retirement Specialists LLC
✚
|
ID | 0.9 |
|
Arkos Global Advisors LLC
✚
|
TX | 0.9 |
|
JGP Wealth Management LLC
✚
|
OR | 0.9 |