CRD: 298279
CCR Investment Advisers, LLC
Ponca City, OK, 74604
5803043554
$55.8M Total AUM
$55.8M Disc. AUM
-- 3Y CAGR
3 Employees
84 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-26-2018
- Office Locations
- 1
Office Locations
3002 Turner ST Ponca City OK
About CCR Investment Advisers, LLC
CCR Investment Advisers, LLC is a Ponca City-based RIA. The firm has been operating for 7 years. Managing $55.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$18.6M AVG AUM / ADVISOR
$664.0K AVG AUM / CLIENT
7.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Owner & Executives
C
CARL VICTOR COATES
--
- CRD
- #2254384
- Ownership
- 25% but less than 50%
(630) 309-4769
alpha.summit@alphacapital.com
in linkedin.com/in/focus-frontier
G
GERALD DON CORBIN
Registered Investment Advisor
- CRD
- #2620651
- Ownership
- 25% but less than 50%
(383) 233-7236
wave.prime@alphacapital.com
in linkedin.com/in/quantum-vertex
A
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- CRD
- #64049
- Ownership
- 48.8%
(802) 541-9905
radial.peak@valuecapital.com
in linkedin.com/in/foundation-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,778,468 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,778,468 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,778,468
Equity - Exchange:
36.8% Cash:
16.4% U.S. Government/Agency:
46.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,102,848,243 | 36.8% |
| Cash | $937,138,891 | 16.4% |
| U.S. Government/Agency | $2,674,274,396 | 46.8% |
| Total | $5,714,261,530 | 100.0% |