# CCM New Opportunities, LLC

> CCM New Opportunities, LLC is an SEC-registered investment advisory firm in Merriam, KS, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 301887
- Filed as: CCM NEW OPPORTUNITIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Merriam, KS
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301887
- AdvisorCensus page: https://advisorcensus.com/firm/ccm-new-opportunities-llc-merriam-ks-301887

## Quick answers

**How is CCM New Opportunities, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CCM New Opportunities, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is CCM New Opportunities, LLC located?**
CCM New Opportunities, LLC's principal office is in Merriam, KS, according to its Form ADV.

**Is CCM New Opportunities, LLC registered with the SEC or a state?**
CCM New Opportunities, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301887.

**How much does CCM New Opportunities, LLC manage?**
CCM New Opportunities, LLC reports $1,296,970 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have CCM New Opportunities, LLC's assets and staff changed since 2021?**
In the Form ADV data for CCM New Opportunities, LLC: Regulatory assets under management: $99,971 in the October 2021 data and $1,296,970 in the October 2026 data, up 1197%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does CCM New Opportunities, LLC use?**
CCM New Opportunities, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists UMB Bank, N.A. as a custodian holding 10% or more of its separately managed account assets.

**Does CCM New Opportunities, LLC report any disciplinary disclosures?**
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/301887

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- UMB Bank, N.A.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,296,970
- Discretionary: $1,296,970
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $1,296,970 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $99,971 | 3 | March 31, 2021 |
| October 2022 | $1,200,279 | 3 | March 25, 2022 |
| October 2023 | $1,237,641 | 3 | September 8, 2023 |
| October 2024 | $1,253,415 | 3 | March 25, 2024 |
| October 2025 | $1,268,790 | 4 | March 17, 2025 |
| October 2026 | $1,296,970 | 4 | March 23, 2026 |

Regulatory assets under management: $99,971 in the October 2021 data and $1,296,970 in the October 2026 data, up 1197%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CCM New Opportunities, LLC (CRD 301887): Form ADV filing data as of October 2026.