# CCM Investment Management, LLC

> CCM Investment Management, LLC is a state-registered investment advisory firm in New Bedford, MA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 290483
- Filed as: CCM INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Bedford, MA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290483
- AdvisorCensus page: https://advisorcensus.com/firm/ccm-investment-management-llc-new-bedford-ma-290483

## Quick answers

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

**Where is CCM Investment Management, LLC located?**
CCM Investment Management, LLC's principal office is in New Bedford, MA, according to its Form ADV.

**Is CCM Investment Management, LLC registered with the SEC or a state?**
CCM Investment Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 290483.

**How much does CCM Investment Management, LLC manage?**
CCM Investment Management, LLC reports $20,533,946 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (99% discretionary).

**What types of clients does CCM Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97); high net worth individuals (6); corporations or other businesses not listed above (3).

**Does CCM Investment Management, LLC 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/290483

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,533,946
- Discretionary: $20,305,817
- Non-discretionary: $228,129

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $15,337,343 |
| High net worth individuals | 6 | $4,583,546 |
| Corporations or other businesses not listed above | 3 | $613,057 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ccm.investments](https://ccm.investments)
- LinkedIn @ccm-investment-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CCM Investment Management, LLC (CRD 290483): Form ADV filing data as of October 2026.