# CCR Investment Advisers, LLC

> CCR Investment Advisers, LLC is a state-registered investment advisory firm in Ponca City, OK, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 298279
- Filed as: CCR INVESTMENT ADVISERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ponca City, OK
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298279
- AdvisorCensus page: https://advisorcensus.com/firm/ccr-investment-advisers-llc-ponca-city-ok-298279

## Quick answers

**How is CCR Investment Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CCR Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CCR Investment Advisers, LLC located?**
CCR Investment Advisers, LLC's principal office is in Ponca City, OK, according to its Form ADV.

**Is CCR Investment Advisers, LLC registered with the SEC or a state?**
CCR Investment Advisers, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298279.

**How much does CCR Investment Advisers, LLC manage?**
CCR Investment Advisers, LLC reports $55,778,468 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does CCR Investment Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (26); charitable organizations (2).

**Does CCR Investment Advisers, 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/298279

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $55,778,468
- Discretionary: $55,778,468
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $10,625,281 |
| High net worth individuals | 26 | $37,851,038 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $7,302,149 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CCR Investment Advisers, LLC (CRD 298279): Form ADV filing data as of October 2026.