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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-03-1987
- Office Locations
- 1
Office Locations
About CCM Investment Advisers, LLC
CCM Investment Advisers, LLC is a registered investment adviser focused on active management of balanced, equity, and fixed income portfolios. The firm follows a conservative, risk-first relative-value process across asset classes and individual securities. Each client account is managed as a separate portfolio—without automated rebalancing—directly by a CCM adviser. Serves retail and institutional clients; team includes CFA charterholders/candidates with shared ownership.
Reported data analysis
What the numbers show
Between April 4, 2025 and March 12, 2026, reported AUM increased 17.6%, from $1.3B to $1.5B.
Across 5 reported observations, AUM increased 47.5% between September 19, 2022 and March 12, 2026, from $1.1B to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 916 clients, or 114.5 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 39 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
CHRISTOPHER WILSON ANTLEY
SENIOR VICE PRESIDENT, Vice President
- CRD
- #2101225
- Ownership
- Less than 5%
Amanda Cary Antonovich
DIRECTOR, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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Mackenzie C. Macklen
Investment Operations and Trading Analyst
- CRD
- #8189489
REBECCA FOLLINE RHODES
Vice President
- CRD
- #3130828
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,549,608,058 | $1,254,743 |
| Non-Discretionary | $0 | -- |
| Total | $1,549,608,058 | $1,254,743 |
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Separately Managed Accounts
SMA allocation detail is available
CCM Investment Advisers, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
CCM Investment Advisers, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.