# CC Investment Advisors, Inc.

> CC Investment Advisors, Inc. is a state-registered investment advisory firm in Oklahoma City, OK, registered since 2000, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 117895
- Filed as: CC INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117895
- AdvisorCensus page: https://advisorcensus.com/firm/cc-investment-advisors-inc-oklahoma-city-ok-117895

## Quick answers

**How is CC Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), CC Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is CC Investment Advisors, Inc. located?**
CC Investment Advisors, Inc.'s principal office is in Oklahoma City, OK, according to its Form ADV.

**Is CC Investment Advisors, Inc. registered with the SEC or a state?**
CC Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 117895.

**How much does CC Investment Advisors, Inc. manage?**
CC Investment Advisors, Inc. reports $15,411,013 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does CC Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); corporations or other businesses not listed above (2); charitable organizations (1).

**Does CC Investment Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117895

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,411,013
- Discretionary: $15,411,013
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $2,746,175 |
| Charitable organizations | 1 | $12,554,002 |
| Corporations or other businesses not listed above | 2 | $110,836 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (26 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CC Investment Advisors, Inc. (CRD 117895): Form ADV filing data as of October 2026.