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Senior Client Advisor, Director · CCM Investment Advisers, LLC

Robert F. Key

CRD 2489906 · 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 Robert F. Key on its Form ADV as Senior Client Advisor, Director, a control person.

Firms and roles

AtlasMembers

Robert’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • 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
  • Carlynn E. CaryTrustee of the Big DOG Family Preservation Trust, Member, Secretary, 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 Robert 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 Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.