Wealth manager, independent · Columbia, SC
CCM Investment Advisers, LLC
SEC-registered investment adviser · CRD 105743 · SEC 801-29159
At a glance
CCM Investment Advisers, LLC is an SEC-registered investment adviser based in Columbia, South Carolina, with $1.5 billion in regulatory assets under management as of its Form ADV filed March 12, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 873 individual clients. By Form ADV it is a wealth manager, ranked 993rd of 8,915 wealth managers and 4,179th of 17,210 SEC-registered advisers by assets.
Main office 803-254-9500ccminc.comAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among wealth managers
- #993 of 8,915
- Rank among all SEC RIAs
- #4,179 of 17,210
- Rank in South Carolina
- #14 of 116
- Individual clients
- 873
- High-net-worth clients
- 137
- Accounts
- 1,235
- Discretionary
- 100% of AUM
- Employees
- 11
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Robert F. KeySenior Client Advisor, Director
- Christopher W. AntleySenior Vice President
- Michael A. BurkettChief Operating Officer, Chief Investment Officer, Director
- Amanda C. AntonovichTrustee of the Big DOG Family Preservation Trust, Member, Treasurer, Director, Trustee of the Fowler Cary Family Trust
- Carlynn E. CaryTrustee of the Big DOG Family Preservation Trust, Member, Secretary, Director, Trustee of the Fowler Cary Family Trust
- Stephen D. KirklandTrustee of the Big DOG Family Preservation Trust, Chairman
- Anthony F. CarimiVice President
- Christian J. LevequeSenior Vice President, Chief Fixed Income Strategist
- Richard J. LindenChief Compliance Officer, President, Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 137 | $747M | 48% |
| Charitable organizations | 24 | $259M | 17% |
| Individuals | 736 | $257M | 17% |
| State or municipal government entities | 2 | $223M | 14% |
| Corporations or other businesses | 8 | $25M | 2% |
| Other | 2 | $24M | 2% |
| Pension and profit sharing plans | 7 | $15M | <1% |
Disciplinary disclosures
CCM Investment Advisers, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗ccminc.com ↗
AtlasMembers
The full record on CCM Investment Advisers, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,463 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CCM Investment Advisers, LLC manage?
CCM Investment Advisers, LLC reports $1.5 billion in regulatory assets under management across 1,235 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 12, 2026.
What kind of firm is CCM Investment Advisers, LLC?
CCM Investment Advisers, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are CCM Investment Advisers, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($747 million, 137 clients); charitable organizations ($259 million, 24 clients); individuals ($257 million, 736 clients).
Does CCM Investment Advisers, LLC have any disciplinary history?
CCM Investment Advisers, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CCM Investment Advisers, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →