SourcingSourcing

CCM INVESTMENT ADVISERS, LLC

C50
CRD 105743·SEC 801-29159·COLUMBIA, SC
AUM
$1.55B
$1B+
Est. Revenue
$15.5M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$37.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CCM INVESTMENT ADVISERS, LLC
CRD
105743
SEC file #
801-29159
EIN
000000000
DBA names
—

Economics

AUM
$1.55B
AUM band
$1B+
AUM trajectory
'20'26
$2.77B → $1.55B▼ -44%
Client mix
Individuals Other736
Individuals High Net Worth137
Charitable Organizations24
Corporations8
Pension Profit Sharing Plans7

Operations

Employees (total)
11
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
6 advisors → 8 advisors▲ +33%
Primary office
COLUMBIA SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
ccminc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIG DOG FAMILY
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
BIG DOG FAMILY
FOWLER CARY FAMILY TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CCMINC.COM
Rdap Domain Creation Date
1996-02-24T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
97,930
Form 5500 Compensation Trajectory 3y
202597,930
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
97,930
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000931097
Edgar Registered
Yes
Edgar Filing Count
113
Edgar First Filing Date
1999-05-13
Edgar Last Filing Date
2026-05-20
Edgar 13f Count
111
Edgar 13f Latest AUM Estimate
Filing Date2026-05-20
Accession0000931097-26-000003
Edgar Former Names
CCM ADVISERS LLC
COMPANION CAPITAL MANAGEMENT INC/SC/

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Wells Fargo3
Edgar Addresses
Mailing
1201 MAIN ST., SUITE 1910COLUMBIA, SC 29201
Business
1201 MAIN STREETSUITE 1910COLUMBIA, SC 29201
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-20 · 0000931097-26-000003
13F-HR2026-01-12 · 0000931097-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-25T05:00:00Z
Rdap Domain Last Changed
2021-12-27T09:13:25Z
Rdap Nameservers
Ns81.worldnic.comNs82.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (11)

11
ANTLEY, CHRISTOPHER,
IAR · Executive Officer · 2.5%
2101225
BURKETT, MICHAEL, ANTHONY
IAR · Executive Officer · 2.5%
5498216
KEY, ROBERT, FRAZER
IAR · Executive Officer · 2.5%
2489906
LEVEQUE, CHRISTIAN, JOHN
IAR · Executive Officer · 2.5%
5160508
LINDEN, RICHARD, JOSEPH
IAR · Executive Officer · 2.5%
5138711
CARIMI, ANTHONY, FRANKLIN
IAR · Executive Officer · 2.5%
6022040
Antonovich, Amanda, Cary
Executive Officer · 2.5%
7090673
Cary, Carlynn, Elizabeth
Executive Officer · 2.5%
7090676
Kirkland, Stephen, Dele
Executive Officer · 2.5%
7090678
Mackenzie C. Macklen
IAR
8189489
REBECCA FOLLINE RHODES
IAR
3130828