SourcingSourcing

CCM NEW OPPORTUNITIES, LLC

C25
CRD 301887·SEC 801-115271·MERRIAM, KS
AUM
$1.3M
<$25M
Est. Revenue
$13K
@ 1% on AUM
Est. EBITDA
$4K
@ 30% margin
Est. Deal Value
$31K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CCM NEW OPPORTUNITIES, LLC
CRD
301887
SEC file #
801-115271
EIN
—
DBA names
—

Economics

AUM
$1.3M
AUM band
<$25M
AUM trajectory
'22'26
$100K → $1.3M▲ +1197%
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
MERRIAM KS
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLUMBIA CAPITAL MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
COLUMBIA CAPITAL MANAGEMENT, LLC
Walter, Stacey, Lynn
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
112773
Trust Company Affiliate
No

People (5)

5
COLUMBIA CAPITAL MANAGEMENT, LLC
Direct Owner · 87.5%
112773
Walter, Stacey, Lynn
IAR · Executive Officer · 2.5%
7089337
WHITE, JEFF, THOMAS
IAR · Executive Officer · 2.5%
6164883
POPE, ADAM, TIMOTHY
IAR
6471019
Samantha Allison Baker
IAR
7835286