CCM INVESTMENT ADVISERS LLC

HTTP://WWW.CCMINC.COM COLUMBIA, SC Investment Advisor How do I update this listing?

CCM Investment Advisers is based out of Columbia. CCM Investment Advisers is a large advisory firm with 809 clients and discretionary assets under management (AUM) of $2,771,750,348 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $609,115,000 in managed 13F securities and a top 10 holdings concentration of 26.04%. CCM Investment Advisers's largest holding is Apple Inc with shares held of 88,739. Whalewisdom has at least 78 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $609.115 Million
  • Prior Market Value $594.596 Million
  • New Purchases3 stocks
  • Additional Purchases25 stocks
  • Sold out of7 stocks
  • Reduced holdings in34 stocks
  • Top 10 Holdings % 26.04 %
  • Turnover % [1]:15.15%
  • Turnover Alt % [2]: 6.12 %
  • Time Held Top20:7.35 quarters
  • Time Held Top10:7.00 quarters
  • Time Held All:16.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 2.59%
Performance Last 4 Quarters: -4.51%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR/A (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CCM INVESTMENT ADVISERS, LLC
1201 MAIN STREET SUITE 1910
COLUMBIA SC    29201
Country: United States

Business Phone: 803-254-9500
Fax: 803-252-9530
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: SC
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 809
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CCM INVESTMENT ADVISERS, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
KEY, ROBERT, FRAZER PRESIDENT, CHIEF FIXED INCOME STRATEGIST 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC SR. VICE PRESIDENT, CHIEF FIXED INCOME STRATEGIST, CFA direct 1998-10-01
ANTLEY, CHRISTOPHER, WILSON SR. VICE PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF EQUITY STRATEGIST 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC SR. VICE PRESIDENT, CHIEF EQUITY STRATEGIST direct 1990-06-01
BURKETT, MICHAEL, ANTHONY SR. VICE PRESIDENT, HEAD TRADER 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC VICE PRESIDENT, HEAD TRADER, CFA direct 1998-07-01
BULLOCK, DIXIE, SMITH VICE PRESIDENT 09/01/1986 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC VICE PRESIDENT direct 1986-09-01
LEAPHART, JOHN CHIEF COMPLIANCE OFFICER 08/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC COMPLIANCE OFFICER direct 2009-08-01
CCM INVESTMENT ADVISERS, LLC CHIEF COMPLIANCE OFFICER direct 2009-08-01
GILTNER, JOE, HARVEY VICE PRESIDENT, CHIEF ECONOMIC STRATEGIST 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC ASSISTANT VICE PRESIDENT direct 2011-12-01
CCM INVESTMENT ADVISERS, LLC VICE PRESIDENT direct 2016-08-01
FULMER, AUSTIN, SCOTT VICE PRESIDENT, MIS DIRECTOR 03/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC ASSISTANT VICE PRESIDENT direct 2011-09-01
ESTATE OF FOWLER W. CARY, JR. OWNER, MEMBER 02/01/2019 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC OWNER, MEMBER direct 2019-02-01
Antonovich, Amanda, Cary TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, MEMBER, TREASURER 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, MEMBER, TREASURER direct 2019-02-01
Cary, Carlynn, Elizabeth TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, MEMBER, SECRETARY 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, MEMBER, SECRETARY direct 2019-02-01
Kirkland, Stephen, Dele TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, CHAIRMAN 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, CHAIRMAN direct 2019-02-01
BIG DOG FAMILY PRESERVATION TRUST U/A DATED DECEMBER 31. 2012 OWNER,MEMBER 12/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC OWNER,MEMBER direct 2012-12-01

CCM INVESTMENT ADVISERS, LLC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
CARY, FOWLER, WILLIAM PRESIDENT, CEO, MANAGING MEMBER 08/01/1986 Direct 75% or more
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC PRESIDENT, CEO, MANAGING MEMBER direct 1986-08-01
COMPANION CAPITAL MANAGEMENT INC DIRECTOR/PRESIDENT direct 1986-08-01 2001-04-26
CCM INVESTMENT ADVISERS, LLC PRESIDENT direct 1986-08-01 2005-11-22
CCM INVESTMENT ADVISERS, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1986-08-01 2008-03-04
CCM INVESTMENT ADVISERS, LLC PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER direct 1986-08-01 2011-12-07
KEY, ROBERT, FRAZER SR. VICE PRESIDENT, CHIEF FIXED INCOME STRATEGIST, CFA 10/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC SR. VICE PRESIDENT, CHIEF FIXED INCOME STRATEGIST, CFA direct 1998-10-01
ANTLEY, CHRISTOPHER, WILSON SR. VICE PRESIDENT, CHIEF EQUITY STRATEGIST 06/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC SR. VICE PRESIDENT, CHIEF EQUITY STRATEGIST direct 1990-06-01
BURKETT, MICHAEL, ANTHONY VICE PRESIDENT, HEAD TRADER, CFA 07/01/1998 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC VICE PRESIDENT, HEAD TRADER, CFA direct 1998-07-01
BULLOCK, DIXIE, SMITH VICE PRESIDENT 09/01/1986 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC VICE PRESIDENT direct 1986-09-01
LEAPHART, JOHN CHIEF COMPLIANCE OFFICER 08/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC COMPLIANCE OFFICER direct 2009-08-01
CCM INVESTMENT ADVISERS, LLC CHIEF COMPLIANCE OFFICER direct 2009-08-01
RHODES, REBECCA, FOLLINE REGIONAL MARKETING DIRECTOR 01/01/2001 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC REGIONAL MARKETING DIRECTOR direct 2001-01-01
GILTNER, JOE, HARVEY VICE PRESIDENT 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC ASSISTANT VICE PRESIDENT direct 2011-12-01
CCM INVESTMENT ADVISERS, LLC VICE PRESIDENT direct 2016-08-01
FULMER, AUSTIN, SCOTT ASSISTANT VICE PRESIDENT 09/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CCM INVESTMENT ADVISERS, LLC ASSISTANT VICE PRESIDENT direct 2011-09-01

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