Private fund adviser · Merriam, KS
CCM New Opportunities, LLC
SEC-registered investment adviser · CRD 301887 · SEC 801-115271
At a glance
CCM New Opportunities, LLC is an SEC-registered investment adviser based in Merriam, Kansas, with $1 million in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a private fund adviser, ranked 4,674th of 4,686 private fund advisers and 16,437th of 17,210 SEC-registered advisers by assets.
Main office 913-248-8500As filed on Form ADV
- Regulatory AUM
- $1M
- Rank among private fund advisers
- #4,674 of 4,686
- Rank among all SEC RIAs
- #16,437 of 17,210
- Rank in Kansas
- #129 of 134
- Clients
- 0
- Accounts
- 2
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Jeff T. WhitePresident
- Stacey L. WalterChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | – | $1M | 100% |
Private funds
CCM New Opportunities, LLC reports 2 private funds with $1M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
CCM New Opportunities, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on CCM New Opportunities, 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, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 35 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CCM New Opportunities, LLC manage?
CCM New Opportunities, LLC reports $1 million in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.
What kind of firm is CCM New Opportunities, LLC?
CCM New Opportunities, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are CCM New Opportunities, LLC’s clients?
By assets, its largest client types are other investment advisers ($1 million).
Does CCM New Opportunities, LLC manage private funds?
Yes. It reports 2 private funds with $1 million in gross assets, including other private funds.
Does CCM New Opportunities, LLC have any disciplinary history?
CCM New Opportunities, 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 New Opportunities, 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 (2026-03-23), 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 →