Data / Investment advisers / South Carolina / CCM Investment Advisers, LLC
CCM Investment Advisers, LLC, Columbia, SC: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
CCM Investment Advisers, LLC is an SEC registered investment adviser with its main office in Columbia, South Carolina and reports $1.5 billion in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management.
The request: Watch CCM Investment Advisers, LLC (CRD number 105743): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 105743
- SEC file number
- 801-29159
- SEC status
- Approved, effective April 3, 1987
- Main office
- 1201 Main Street Suite 1910, Columbia, SC 29201
- Phone
- (803) 254-9500
- Website
- ccminc.com
- Regulatory AUM
- $1,549,608,058 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $1,549,608,058
- Accounts
- 1,235
- Employees
- 11, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 137 | $746.5 million |
| Charitable organizations | 24 | $258.5 million |
| Individuals (other than high net worth individuals) | 736 | $257.3 million |
| State or municipal government entities | 2 | $223.2 million |
| Corporations or other businesses | 8 | $25.4 million |
| Pension and profit sharing plans | 7 | $14.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.55 billion | March 12, 2026 |
| December 1, 2025 | $1.32 billion | April 4, 2025 |
Other advisers in Columbia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Southstate Private Capital Management LLC | Columbia | $4.96 billion | Not listed | adviserinfo.sec.gov |
| Abacus Planning Group, Inc. | Columbia | $2.16 billion | 5 | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Hobbs Group Advisors LLC | Columbia | $584.4 million | Not listed | adviserinfo.sec.gov |
| Yon Drake & Associates Inc | Columbia | $304.7 million | Not listed | adviserinfo.sec.gov |
| Davinci Financial Designs | Columbia | $222.8 million | Not listed | adviserinfo.sec.gov |
| Beers Kight Financial Advisors, LLC | Columbia | $179.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Columbia, SC
- Investment advisers in South Carolina
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- CCM Investment Advisers, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.