firm profile
CCM Investment Advisers, LLC
Overview
CCM Investment Advisers, LLC is an SEC registered investment adviser based in Columbia, SC, registered since 1986. It reports $1.5B in assets under management across 1,235 accounts, with 11 employees. It has 8 investment adviser representatives.
- Reported AUM
- $1.5B
- Discretionary
- 100%
- Accounts
- 1,235
- Average account
- $1.3M
- Employees
- 11
- Advisory reps
- 8
- Registered since
- 1986
- Jurisdictions
- 31
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 9
- Richard Joseph Linden Chief Compliance Officer, President, Director CRD 5138711
- Christian John Leveque Senior Vice President, Chief Fixed Income Strategist CRD 5160508
- Michael Anthony Burkett Chief Operating Officer, Chief Investment Officer, Director CRD 5498216
6 more executive officers, with direct contact details
Advisory reps 3 of 8
- Christopher Wilson Antley Investment Adviser Rep CRD 2101225
- Michael Anthony Burkett Investment Adviser Rep CRD 5498216
- Anthony Franklin Carimi Insurance Agent · Investment Adviser Rep CRD 6022040
5 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1201 Main St Ste 1910
Columbia, SC 29201 - County
- Richland
- Metro area
- Columbia, SC
- Region
- South
Registrations
- SEC registered
- Registered in 31 jurisdictions
- Website: ccminc.com
Every state, with registration dates
Similar firms near Columbia
- Southstate Private Capital Management LLCColumbia, SC$5B AUM
- Abacus Planning Group, Inc.Columbia, SC$2.2B AUM
- Anchor Investment ManagementColumbia, SC$1.5B AUM
- Hobbs Group Advisors LLCColumbia, SC$584M AUM
- Yon Drake & Associates IncColumbia, SC$305M AUM
request a demo
See what we have on CCM Investment Advisers, LLC
We'll walk you through the full profile and how to find more firms like this one.