CCM
Likely to Engage tag.Highly Engaged Employees

Finance · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

1201 Main St Ste 1910, Columbia, South C...

Phone Number

(803) 252-9530

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CCM

CCM Investment Advisers is a registered investment adviser specializing in the active management of balanced, equity, and fixed income portfolios, with a focus on risk management and preserving invested principal. The firm offers a comprehensive range of investment styles tailored to meet the individual objectives of each client, managing over $1.5 billion in discretionary assets. Unlike larger firms, CCM emphasizes personalized service, with each portfolio managed directly by an experienced adviser. Their team, averaging 25 years of experience, is dedicated to delivering superior risk-adjusted investment performance.Explore more
CCM's Social MediaPopular SearchesCcm IncCCM Investment Advisers LLCCCM Investments LLCCcm Investment AdvisersCcd Investments LLCSIC Code 62,628NAICS Code 52,523Show more

CCM Org Chart

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MB
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Chief Investment Officer & Chief Operating Of...

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President

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Director, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CCM

$5.4M
11-50
Private
-
1986
MB
Michael BurkettChief Investment Officer & Chief Operating Officer
$8.6M
11-50
Private
<$5M
1988
BP
Brian ParkSenior Vice President, Private Client Advisor
$5.1M
11-50
Private
-
-
PW
Peter WalderProgram Director
<$5M
11-50
Private
-
2001
SL
Steven LeritRisk Head of Portfolio
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

CCM is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CCM is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CCM.

CCM Tech Stack

A closer look at the technologies used by CCM

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Frequently Asked Questions Regarding CCM

What is CCM's official website?
CCM's official website is www.ccminc.com
What is CCM's Revenue?
CCM's revenue is $5.4 Million
What is CCM's SIC code?
CCM's SIC: 62,628
What is CCM's NAICS code?
CCM's NAICS: 52,523
How many employees does CCM have?
CCM has 11-50 employees
What industry does CCM belong to?
CCM is in the industry of: Finance, Securities Trading
What is CCM competition?
CCM top competitors include: Garrett Nagle, Journey Capital Advisers, Hyphen Network, NorthCoast Asset Management
What technology does CCM use?
Some of the popular technologies that CCM uses are: WordPress.org, PHP, Google Tag Manager, Sectigo
How do I contact CCM?
CCM contact info: Phone number: (803) 252-9530 Website: www.ccminc.com
What does CCM do?

CCM Investment Advisers is a registered investment adviser specializing in the active management of balanced, equity, and fixed income portfolios, with a focus on risk management and preserving invested principal. The firm offers a comprehensive range of investment styles tailored to meet the individual objectives of each client, managing over $1.5... billion in discretionary assets. Unlike larger firms, CCM emphasizes personalized service, with each portfolio managed directly by an experienced adviser. Their team, averaging 25 years of experience, is dedicated to delivering superior risk-adjusted investment performance.Read More

What are CCM social media links?
CCM Linkedin page
Is CCM a public company?
CCM is private company therefore does not currently have an official ticker symbol
See more information about CCM

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