Ccm Investment Advisers, LLC

Ccm Investment Advisers, LLC (CRD# 105743) is a financial advisory firm headquartered in Columbia, SC. They manage $2,760,341,977 in 913 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,760
    MILLION
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $3,023,376
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CO, CT, DC, FL, GA, HI, IN, KY, LA, MA, MT, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Ccm Investment Advisers, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Robert F. Key
CRD#: 2489906
1201 Main Street Suite 1910, Columbia, SC 29201
96
Wealthminder
score

Robert Key (CRD# 2489906) is an Investment Advisor Representative working at Ccm Investment Advisers, LLC in Columbia, SC and has over 23 years of experience in the finance industry.

2
Christopher W. Antley
CRD#: 2101225
1201 Main Street Suite 1910, Columbia, SC 29201
93
Wealthminder
score

Christopher Antley (CRD# 2101225) is an Investment Advisor Representative working at Ccm Investment Advisers, LLC in Columbia, SC and has over 27 years of experience in the finance industry.

3
Fowler W. Cary
CRD#: 2101224
1201 Main Street Suite 1910, Columbia, SC 29201
93
Wealthminder
score

Fowler Cary (CRD# 2101224) is an Investment Advisor Representative working at Ccm Investment Advisers, LLC in Columbia, SC and has over 26 years of experience in the finance industry.

4
Rebecca F. Rhodes
CRD#: 3130828
1201 Main Street Suite 1910, Columbia, SC 29201
93
Wealthminder
score

Rebecca Rhodes (CRD# 3130828) is an Investment Advisor Representative working at Ccm Investment Advisers, LLC in Columbia, SC and has over 16 years of experience in the finance industry.

5
Michael A. Burkett
CRD#: 5498216
1201 Main Street Suite 1910, Columbia, SC 29201
90
Wealthminder
score

Michael Burkett (CRD# 5498216) is an Investment Advisor Representative working at Ccm Investment Advisers, LLC in Columbia, SC and has 1 year of experience in the finance industry.

6
Austin S. Fulmer
CRD#: 6117150
1201 Main Street Suite 1910, Columbia, SC 29201
90
Wealthminder
score

Austin Fulmer (CRD# 6117150) is an Investment Advisor Representative working at Ccm Investment Advisers, LLC in Columbia, SC and has over 4 years of experience in the finance industry.

7
Joe H. Giltner
CRD#: 6117093
1201 Main Street Suite 1910, Columbia, SC 29201
90
Wealthminder
score

Joe Giltner (CRD# 6117093) is an Investment Advisor Representative working at Ccm Investment Advisers, LLC in Columbia, SC and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.