{
  "crd_number": 340365,
  "slug": "ccm-core-im-llc-miami-beach-fl-340365",
  "primary_business_name": "CCM CORE IM LLC",
  "legal_name": "CCM CORE IM LLC",
  "dbas": [],
  "city": "Miami Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2026-02-24",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://cocapitalmgmt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340365",
  "city_as_filed": "MIAMI BEACH",
  "url": "https://advisorcensus.com/firm/ccm-core-im-llc-miami-beach-fl-340365",
  "display_name": "CCM Core IM LLC",
  "summary": "CCM Core IM LLC is an exempt reporting adviser in Miami Beach, FL, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. CCM Core IM LLC (CRD 340365): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is CCM Core IM LLC located?",
      "a": "CCM Core IM LLC's principal office is in Miami Beach, FL, according to its Form ADV."
    },
    {
      "q": "How does CCM Core IM LLC report to regulators?",
      "a": "CCM Core IM LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 340365."
    },
    {
      "q": "Does CCM Core IM LLC report any disciplinary disclosures?",
      "a": "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/340365"
    },
    {
      "q": "What changed in CCM Core IM LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Began filing reports as an exempt reporting adviser."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Began filing reports as an exempt reporting adviser."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ccm-core-im-llc-miami-beach-fl-340365.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340365",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
