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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
About CCM Investment Counsel
CCM/Investment Counsel is a mid-sized investment advisory firm providing wealth management and portfolio management for individuals and families, as well as trusts, pension plans, and nonprofit organizations. The firm focuses on investment planning, asset allocation, and portfolio construction, incorporating risk tolerance, cash-flow needs, and tax and estate planning considerations. Portfolios show meaningful use of U.S. government/agency bonds and equity ETFs; custody includes Charles Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANK GEORGE CIHLAR
Chief Compliance Officer, Founder, Investment Counselor, President
- CRD
- #4547976
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,583,826 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,583,826 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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