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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Glacier
- 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.
Team overview
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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%
Horizon oak
Capital radial
- CRD
- #97632
- Ownership
- 9.3%
Showing 2 of 9 owners & executives
Unlock allContacts
Mackenzie C. Macklen
--
- 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
Total SMA Asset: $1,549,608,058
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $781,876,627 | 20.5% |
| U.S. Government/Agency | $961,136,146 | 25.2% |
| Corporate - Investment Grade | $1,064,115,019 | 27.9% |
| Cash | $461,497,911 | 12.1% |
| Municipal Bonds | $545,406,622 | 14.3% |
| Total | $3,814,032,325 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON ELEMENT | EAGLE VECTOR | 0U0GQX4H8 | MZZR | 9.01% | $88,110,878 |
| QUANTUM BRIDGE PRIME | HARBOR QUANTUM | N2RWOAZMR | AEK | 8.51% | $23,558,590 |
| SUMMIT CREST | GLACIER INSIGHT | BVJQBLAU7 | TBY | 1.23% | $63,455,032 |
| HARBOR PEAK | OPTIMA FOUNDATION | H66GC5TYY | MPTBL | 6.55% | $11,290,247 |
| QUANTUM BRIDGE | FOUNDATION HARBOR | AWWMNRX3I | APJEY | 10.36% | $103,020,514 |
| MERIDIAN INSIGHT | RADIAL PATHWAY | VCC019WU8 | CBFD | 5.16% | $98,560,362 |
| FOCUS MOMENTUM SIGNAL | ATLAS PIONEER | 222SR4CVW | HOFEG | 7.36% | $75,877,326 |
| VALUE VITAL BEACON | NORTH MOMENTUM | KML1JGH3J | FYOR | 7.38% | $73,403,653 |