# CCM Investment Counsel

> CCM Investment Counsel is a state-registered investment advisory firm in Stow, OH, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 121174
- Filed as: CCM INVESTMENT COUNSEL
- Legal name: CCM Management and Research, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stow, OH
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121174
- AdvisorCensus page: https://advisorcensus.com/firm/ccm-investment-counsel-stow-oh-121174

## Quick answers

**How is CCM Investment Counsel compensated?**
On its Form ADV (Item 5.E, October 2026), CCM Investment Counsel reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CCM Investment Counsel located?**
CCM Investment Counsel's principal office is in Stow, OH, according to its Form ADV.

**Is CCM Investment Counsel registered with the SEC or a state?**
CCM Investment Counsel is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 121174.

**How much does CCM Investment Counsel manage?**
CCM Investment Counsel reports $36,686,729 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**What types of clients does CCM Investment Counsel serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (11); charitable organizations (5).

**Does CCM Investment Counsel 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/121174

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $36,686,729
- Discretionary: $36,686,729
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $11,805,465 |
| High net worth individuals | 11 | $17,948,409 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,973,164 |
| Charitable organizations | 5 | $3,959,691 |

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

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

### Websites listed on Form ADV (Item 1.I)
- [discoverccm.com](https://discoverccm.com)
- LinkedIn @CCM-INVESTMENT-COUNSEL
- YouTube @CCMINVESTMENTCOUNSEL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CCM Investment Counsel (CRD 121174): Form ADV filing data as of October 2026.