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| Happy Holidays!! thanks for using AUM13F!! |
| CCM Investment Advisers LLC
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| CRD # | 105743 |
| SEC # | 801-29159 |
| CIK # | 0000931097 |
| AUM | $1.3 B (2025-04-04) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 803-254-9500 |
| Address | 1201 Main Street Suite 1910 Columbia, SC 29201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000931097 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 39.3 | ||
| Microsoft Corp | 34.2 | ||
| Broadcom Inc | 32.4 | ||
| Amazon Com Inc | 31.1 | ||
| Jabil Circuit Inc | 30.1 | ||
| Facebook Inc | 27.8 | ||
| Netflix Inc | 27.5 | ||
| Alphabet Inc | 26.6 | ||
| Apple Inc | 25.9 | ||
| Priceline Com Inc | 24.3 | ||
| Eaton Corp Ltd | 22.5 | ||
| Seagate Technology PLC | 22.3 | ||
| Cisco Systems Inc | 22.2 | ||
| J P Morgan Chase & Co | 21.7 | ||
| Caterpillar Inc | 21.6 | ||
| CrowdStrike Holdings Inc | 19.6 | ||
| Home Depot Inc | 19.6 | ||
| Wal Mart Stores Inc | 19.6 | ||
| Applied Materials Inc /DE | 18.5 | ||
| Salesforce Com Inc | 17.8 | ||
| VISA Inc | 16.1 | ||
| Capital One Financial Corp | 15.7 | ||
| Evercore Partners Inc | 15.1 | ||
| AbbVie Inc | 15.1 | ||
| Abbott Laboratories | 15.1 | ||
| Procter & Gamble Co | 15.0 | ||
| Qualcomm Inc/DE | 14.1 | ||
| Bank of America Corp /DE/ | 14.1 | ||
| Ace Ltd | 14.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 626 | 0.2 |
| (b) Individuals (high net worth individuals) | 115 | 0.6 |
| (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 | 8 | 0.0 |
| (h) Charitable organizations | 32 | 0.2 |
| (i) State or municipal government entities | 6 | 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 | 1,057 | 1.3 |
| By Discretionary | ||
| Discretionary | 1,057 | 1.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,057 | 1.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.3 | |
| Total | 1,057 | 1.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000931097] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adamo Capital Family Office LLC
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|
FL | 1.3 |
|
Serenus Wealth Advisors LLC
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|
CA | 1.3 |
|
Ascent Wealth Partners LLC
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|
NY | 1.3 |
|
Thrive Wealth Management LLC
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|
PA | 1.3 |
|
MJP Associates Inc
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|
CT | 1.3 |
|
Legacy Capital Wealth Partners LLC
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|
AR | 1.3 |
|
Rossmore Private Capital LLC
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|
CT | 1.3 |
|
RVW Wealth LLC
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|
CA | 1.3 |
|
Strategic Family Wealth Counselors LLC
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|
NJ | 1.3 |
|
Linden Global Strategies LLC
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|
NY | 1.3 |