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ccm investment advisers, llc

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columbia, SC

Additional Information

CCM Investment Advisers, LLC is a registered investment adviser with over $1.5 billion in discretionary assets under management as of 12/31/25. The firm offers active management of balanced, equity, and fixed income portfolios with a conservative philosophy focused on portfolio risk management and preserving invested principal. Each client portfolio is managed directly by a CCM adviser without automated rebalancing tools.

Registered Investment AdviserCFACFP®

Specializes in

Portfolio risk managementRelative value investingAsset allocationFixed income managementEquity management

Services

Active management of balanced portfoliosActive management of equity portfoliosActive management of fixed income portfoliosInvestment advisory servicesFinancial planning

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 803-254-9500

Website: https://www.ccminc.com

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Frequently Asked Questions

How much does a financial advisor cost in columbia?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.