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Trustee of the Big DOG Family Preservation Trust, Member, Secretary, Director, Trustee of the Fowler Cary Family Trust · CCM Investment Advisers, LLC

Carlynn E. Cary

CRD 7090676 · Named on Form ADV at one SEC-registered adviser

At a glance

CCM Investment Advisers, LLC, an SEC-registered wealth manager based in Columbia, SC with $1.5 billion in regulatory assets, lists Carlynn E. Cary on its Form ADV as Trustee of the Big DOG Family Preservation Trust, Member, Secretary, Director, Trustee of the Fowler Cary Family Trust, a control person.

Firms and roles

  • CCM Investment Advisers, LLCTrustee of the Big DOG Family Preservation Trust, Member, Secretary, Director, Trustee of the Fowler Cary Family TrustWealth manager · Columbia, SC · $1.5B in regulatory assets

AtlasMembers

Carlynn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (8)

  • Robert F. KeySenior Client Advisor, Director, CCM Investment Advisers, LLC
  • Christopher W. AntleySenior Vice President, CCM Investment Advisers, LLC
  • Michael A. BurkettChief Operating Officer, Chief Investment Officer, Director, CCM Investment Advisers, LLC
  • Amanda C. AntonovichTrustee of the Big DOG Family Preservation Trust, Member, Treasurer, Director, Trustee of the Fowler Cary Family Trust, CCM Investment Advisers, LLC
  • Stephen D. KirklandTrustee of the Big DOG Family Preservation Trust, Chairman, CCM Investment Advisers, LLC

3 more people named with Carlynn on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carlynn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.