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| CCM Investment Advisers LLC
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| CRD # | 105743 |
| SEC # | 801-29159 |
| CIK # | 0000931097 |
| AUM | 1,549.6 M (2026-03-12) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 803-254-9500 |
| Address | 1201 Main Street Suite 1910 Columbia, SC 29201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000931097 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 38.0 | ||
| Nvidia Corp | 36.4 | ||
| Seagate Technology PLC | 36.0 | ||
| Caterpillar Inc | 34.6 | ||
| Jabil Circuit Inc | 33.0 | ||
| Apple Inc | 31.4 | ||
| Amazon Com Inc | 30.8 | ||
| Broadcom Inc | 30.8 | ||
| Applied Materials Inc /DE | 28.9 | ||
| Microsoft Corp | 25.0 | ||
| Wal Mart Stores Inc | 24.9 | ||
| Netflix Inc | 24.0 | ||
| Cisco Systems Inc | 22.5 | ||
| Facebook Inc | 22.4 | ||
| Eaton Corp Ltd | 21.7 | ||
| J P Morgan Chase & Co | 21.1 | ||
| Home Depot Inc | 19.5 | ||
| Marathon Petroleum Corp | 18.1 | ||
| Merck & Co Inc | 18.0 | ||
| KLA Tencor Corp | 17.9 | ||
| Priceline Com Inc | 16.9 | ||
| PepsiCo Inc | 16.7 | ||
| Ace Ltd | 16.6 | ||
| Evercore Partners Inc | 16.4 | ||
| Freeport McMoran Copper & Gold Inc | 16.4 | ||
| Lockheed Martin Corp | 16.3 | ||
| Lilly Eli & Co | 15.5 | ||
| AbbVie Inc | 15.4 | ||
| Advanced Micro Devices Inc | 15.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 736 | 0.3 |
| (b) Individuals (high net worth individuals) | 137 | 0.7 |
| (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 | 7 | 0.0 |
| (h) Charitable organizations | 24 | 0.3 |
| (i) State or municipal government entities | 2 | 0.2 |
| (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 | 8 | 0.0 |
| (n) Other | 2 | 0.0 |
| Total | 1,235 | 1.5 |
| By Discretionary | ||
| Discretionary | 1,235 | 1.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,235 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 1,235 | 1.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000931097] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Royal Fund Management LLC
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|
FL | 1,557.5 M |
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Burton Enright Welch
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CA | 1,553.1 M |
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Roble Belko and Company Inc
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PA | 1,552.9 M |
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Regatta Capital Group LLC
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CA | 1,551.7 M |
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Murray Financial Group LLC
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MN | 1,551.2 M |
|
Tritonpoint Wealth LLC
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MD | 1,549.5 M |
|
Fiduciary Wealth Partners LLC
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MA | 1,544.4 M |
|
Activ8 Family Office LLC
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|
VA | 1,542.4 M |
|
Cutler Investment Counsel LLC
✚
|
OR | 1,541.7 M |
|
YCG LLC
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|
TX | 1,541.5 M |