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- Custodian
- Folio Investments · Interactive Brokers · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Catalyst frontierLegacy
- Established Date
- 03-14-2018
- Office Locations
- 1
Office Locations
About CCM Investment Management, LLC
CCM Investment Management, LLC is a New Bedford, MA registered investment adviser serving retail and institutional clients with financial/wealth planning and portfolio construction. The firm emphasizes active, asset-allocation portfolios implemented primarily with ETFs (the majority of SMA assets), with exposure that can include ESG/SRI, mutual funds, and alternatives such as real estate and fixed income. Supports planning via eMoney; custody includes Interactive Brokers.
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Owner & Executives
CHAD CLAYTON MELLO
Chief Compliance Officer, Managing Member
- CRD
- #5355726
- Ownership
- 75% or more
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Andrew Richard Sylvia
Partner
- CRD
- #6700794
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,305,817 | -- |
| Non-Discretionary | $228,129 | -- |
| Total | $20,533,946 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,533,946
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,228,701,162 | 33.1% |
| Other | $902,253,643 | 13.4% |
| Equity - OTC | $3,602,281,335 | 53.5% |
| Total | $6,733,236,140 | 100.0% |