← Tributary

CCC ADVISORS, LLC

AUSTIN, TX · CRD 288948 · IAPD ↗ · cottoncreekcapital.com · 512-412-3300

$703.3MRegulatory AUM
11Advisory reps
14Employees
0Clients
n/aPlanning clients
14Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — CCC ADVISORS, LLC crossed $500M in regulatory AUM ($484.3M -> $625.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
50
April 2024 — CCC ADVISORS, LLC reported RAUM up 39% ($348.6M -> $484.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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