{
  "crd_number": 105743,
  "slug": "ccm-investment-advisers-llc-columbia-sc-105743",
  "primary_business_name": "CCM INVESTMENT ADVISERS, LLC",
  "legal_name": "CCM INVESTMENT ADVISERS, LLC",
  "dbas": [],
  "city": "Columbia",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "17900",
  "metro": {
    "cbsa_code": "17900",
    "common_name": "Columbia",
    "msa_name": "Columbia, SC",
    "path": "/advisors/sc/columbia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1987-04-03",
  "years_registered": 39,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 1549608058.0,
  "raum_discretionary": 1549608058.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 23985510.0,
      "count": 2,
      "description": "401 K PENSION PLAN FUNDS"
    },
    "charitable": {
      "raum": 258518677.0,
      "count": 24
    },
    "individuals": {
      "raum": 257268497.0,
      "count": 736
    },
    "state_municipal": {
      "raum": 223171872.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 14693564.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 746545992.0,
      "count": 137
    },
    "corporations_other_businesses": {
      "raum": 25423946.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MS",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://ccminc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105743",
  "city_as_filed": "COLUMBIA",
  "url": "https://advisorcensus.com/firm/ccm-investment-advisers-llc-columbia-sc-105743",
  "display_name": "CCM Investment Advisers, LLC",
  "summary": "CCM Investment Advisers, LLC is an SEC-registered investment advisory firm in Columbia, SC, registered since 1987, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. CCM Investment Advisers, LLC (CRD 105743): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is CCM Investment Advisers, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CCM Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is CCM Investment Advisers, LLC located?",
      "a": "CCM Investment Advisers, LLC's principal office is in Columbia, SC, according to its Form ADV."
    },
    {
      "q": "Is CCM Investment Advisers, LLC registered with the SEC or a state?",
      "a": "CCM Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 105743."
    },
    {
      "q": "How much does CCM Investment Advisers, LLC manage?",
      "a": "CCM Investment Advisers, LLC reports $1,549,608,058 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have CCM Investment Advisers, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for CCM Investment Advisers, LLC: Regulatory assets under management: $908,369,874 in the October 2021 data and $1,549,608,058 in the October 2026 data, up 71%. Total employees: 11 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CCM Investment Advisers, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (736); high net worth individuals (137); charitable organizations (24)."
    },
    {
      "q": "Which custodians does CCM Investment Advisers, LLC use?",
      "a": "CCM Investment Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Wells Fargo Advisors Financial Network, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CCM Investment Advisers, 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 SEC record: https://adviserinfo.sec.gov/firm/summary/105743"
    },
    {
      "q": "What changed in CCM Investment Advisers, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $1,318,093,474 to $1,549,608,058 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 908369874.0,
      "total_employees": 11,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1050837497.0,
      "total_employees": 12,
      "filing_date": "2022-09-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 892127298.0,
      "total_employees": 11,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1093282659.0,
      "total_employees": 11,
      "filing_date": "2024-06-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1318093474.0,
      "total_employees": 11,
      "filing_date": "2025-04-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1549608058.0,
      "total_employees": 11,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $1,318,093,474 to $1,549,608,058 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Wells Fargo Advisors Financial Network, LLC",
      "name_as_filed": "WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ccm-investment-advisers-llc-columbia-sc-105743.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 736,
      "fewer_than_5": false,
      "raum": 257268497.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 137,
      "fewer_than_5": false,
      "raum": 746545992.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 14693564.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 24,
      "fewer_than_5": false,
      "raum": 258518677.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 223171872.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 25423946.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": false,
      "raum": 23985510.0
    }
  ],
  "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/105743",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}