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 22 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 26 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 25 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 15 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 3 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 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.