CCM Investment Advisers provides portfolio management for individuals and small businesses and portfolio management for institutions. Financial planning was provided to 11–25 clients last fiscal year.
CCM Investment Advisers reports 916 clients. They include 736 individual clients, 137 high-net-worth individuals and 24 charitable organizations. Of its assets, 100.0% ($1.55B across 1,235 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $229M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 17% |
| High-net-worth individuals | 15% | 48% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 3% | 17% |
| State or municipal government entities | <1% | 14% |
| Other client typesCorporations and other businesses; Other | 1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 736 | $257M | 16.6% | $350K |
| High-net-worth individuals | 137 | $747M | 48.2% | $5.45M |
| Pension and profit-sharing plans | 7 | $14.7M | 0.9% | $2.1M |
| Charitable organizations | 24 | $259M | 16.7% | $10.8M |
| State or municipal government entities | 2 | $223M | 14.4% | $112M |
| Corporations and other businesses | 8 | $25.4M | 1.6% | $3.18M |
| Other | 2 | $24M | 1.5% | $12M |
| Total | 916 | $1.55B | 100% | $1.69M |
- Clients
- 736
- Regulatory AUM
- $257M
- AUM share
- 16.6%
- Avg. per client
- $350K
- Clients
- 137
- Regulatory AUM
- $747M
- AUM share
- 48.2%
- Avg. per client
- $5.45M
- Clients
- 7
- Regulatory AUM
- $14.7M
- AUM share
- 0.9%
- Avg. per client
- $2.1M
- Clients
- 24
- Regulatory AUM
- $259M
- AUM share
- 16.7%
- Avg. per client
- $10.8M
- Clients
- 2
- Regulatory AUM
- $223M
- AUM share
- 14.4%
- Avg. per client
- $112M
- Clients
- 8
- Regulatory AUM
- $25.4M
- AUM share
- 1.6%
- Avg. per client
- $3.18M
- Clients
- 2
- Regulatory AUM
- $24M
- AUM share
- 1.5%
- Avg. per client
- $12M
Total
- Clients
- 916
- Regulatory AUM
- $1.55B
- AUM share
- 100%
- Avg. per client
- $1.69M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
CCM Investment Advisers is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Big Dog Family Preservation Trust U/A Dated December 31. 2012 owns 50% to 75% of CCM Investment Advisers. The leadership team of CCM Investment Advisers includes President Christopher Antley, Chief Investment Officer Michael Burkett and Chief Compliance Officer Richard Linden. It has 11 employees, 8 of them in advisory roles.
Leadership
- Christopher AntleySenior Vice President
- Anthony CarimiVice President
- Christian LevequeSenior Vice President, Chief Fixed Income Strategist
- Richard LindenChief Compliance Officer, President, Director
- Michael BurkettChief Operating Officer, Chief Investment Officer, Director
- Amanda AntonovichTrustee of the Big Dog Family Preservation Trust, Member, Treasurer, Director, Trustee of the Fowler Cary Family Trust
- Carlynn CaryTrustee of the Big Dog Family Preservation Trust, Member, Secretary, Director, Trustee of the Fowler Cary Family Trust
- Robert KeySenior Client Advisor, Director
- Stephen KirklandTrustee of the Big Dog Family Preservation Trust, Chairman
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Christopher Wilson Antley
- Michael Anthony Burkett
- Anthony Franklin Carimi
- Robert Frazer Key
- Christian John Leveque
- Richard Joseph Linden
- Mackenzie C. Macklen
- Rebecca Folline Rhodes
Staff
- 11 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of CCM Investment Advisers, LLC
Big Dog Family Preservation Trust U/A Dated December 31. 2012
Control person · since December 2012
- Owns 50% to 75% of CCM Investment Advisers, LLC
Big Dog Family
Control person · since December 2012
- Owns 25% to 50% of CCM Investment Advisers, LLC
Fowler Cary Family Trust
Control person · since August 2020
CCM Investment Advisers’ regulatory assets grew 1.7× from $908M (March 2021) to $1.55B (March 2026); clients rose from 811 to 916 and employees were 11 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.55B | 916 | 11 | 1 |
| Apr 2025April 2025 | $1.32B | 797 | 11 | 1 |
| Jun 2024June 2024 | $1.09B | 905 | 11 | 1 |
| Mar 2023March 2023 | $892M | 820 | 11 | 1 |
| May 2022May 2022 | $1.05B | 801 | 12 | 1 |
| Mar 2021March 2021 | $908M | 811 | 11 | 1 |
Besides its headquarters, CCM Investment Advisers has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 1201 Main Street Suite 1910, ColumbiaHQ
Contact and registration details
- Legal name
- CCM Investment Advisers, LLC
- Headquarters
- 1201 Main Street Suite 1910, Columbia, SC 29201
- Website
- ccminc.com
- Phone
- 803-254-9500
- SEC file
- 801-29159
- Structure
- South Carolina LLC
- Fiscal year end
- December
CCM Investment Advisers’ named custodians for separately managed accounts are Charles Schwab ($963M, 79%) and Wells Fargo Advisors Financial Network ($262M, 21%). CCM Investment Advisers does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $963M79%
- Wells Fargo Advisors Financial NetworkWells Fargo Advisors Financial Network, LLC · St. Louis, MO · $262M21%
At year end, CCM Investment Advisers’ separately managed accounts were mostly in stocks (68%) and bonds (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.29B across 88 positions; the largest are Seagate Technology Holdings (5.0%), Applied Materials Inc.. (4.4%) and Caterpillar Inc. Del (3.6%).
What the accounts hold
- Stocks68%
- Bonds30%
- U.S. government and agency bonds17%
- Investment grade corporate bonds11%
- State and local bonds2%
- Cash2%
Reported 13F holdings
- $1.29B
- Reported 13F value
- 88
- Positions
- 34.3%
- In the 10 largest
- +23.7%
- Value vs. prior quarter
- Seagate Technology Holdings5.0%
- Applied Materials Inc..4.4%
- Caterpillar Inc. Del3.6%
- Alphabet Inc.. Class A3.4%
- Jabil Circuit, Inc..3.3%
- Nvidia Corp..3.3%
- Kla-tencor Corp..2.8%
- Amazon.com Inc..2.8%
- Apple Inc..2.8%
- Advanced Micro Devices2.7%
Together, the ten largest are 34.3% of reported value.
How many clients does CCM Investment Advisers have?
CCM Investment Advisers has 916 clients and manages $1.55 billion for them, as of March 2026. They include 736 individual clients, 137 high-net-worth individuals and 24 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does CCM Investment Advisers offer?
CCM Investment Advisers provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does CCM Investment Advisers use?
CCM Investment Advisers’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $963M and Wells Fargo Advisors Financial Network, LLC (St. Louis, MO), with $262M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does CCM Investment Advisers have?
CCM Investment Advisers has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CCM Investment Advisers invest in?
At the end of its last fiscal year, CCM Investment Advisers’ separately managed accounts held 68% exchange-traded equities, 17% U.S. government and agency bonds, 11% investment grade corporate bonds, 2% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CCM Investment Advisers?
CCM Investment Advisers’ direct owners are Fowler Cary Family Trust (25% to 50%), Big Dog Family Preservation Trust U/A Dated December 31. 2012 (50% to 75%) and Big Dog Family (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does CCM Investment Advisers get paid?
CCM Investment Advisers is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact CCM Investment Advisers?
CCM Investment Advisers’ main office is at 1201 Main Street Suite 1910, Columbia, SC 29201. Its phone number is 803-254-9500. Its website is ccminc.com.