CCM INVESTMENT ADVISERS, LLC

1201 Main Street Suite 1910
Columbia, South Carolina 29201
Tel: 803-254-9500

About CCM INVESTMENT ADVISERS, LLC

CCM INVESTMENT ADVISERS, LLC, formally registered with the SEC as CCM INVESTMENT ADVISERS, LLC. The firm was established in 04/03/1987. They have over 1 offices throughout the country.

CCM INVESTMENT ADVISERS, LLC is a Columbia, South Carolina based Financial Planning firm with nearly $1,093,282,659 assets under management, offering retirement planning & investment advisory services to 906 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105743
SEC#	801-29159
Assets Managed by Firm	$1,093,282,659
No. of Clients	906
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	906	$1,093,282,659
Individuals (other than high net worth individuals)	721	$229,882,469
High net worth individuals	129	$445,407,608
Pension and profit sharing plans	22	$53,669,558
Charitable organizations	33	$313,909,911

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LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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