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CCM INVESTMENT ADVISERS, LLC

COLUMBIA, SC · CRD 105743 · IAPD ↗ · ccminc.com · 803-254-9500

$1.55BRegulatory AUM
8Advisory reps
11Employees
0Clients
11-25Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — CCM INVESTMENT ADVISERS, LLC notice-filed in AR, MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — CCM INVESTMENT ADVISERS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
November 2024 — CCM INVESTMENT ADVISERS, LLC notice-filed in MD, MI, NE, NH, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — CCM INVESTMENT ADVISERS, LLC crossed $1B in regulatory AUM ($892.1M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.