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CCM Investment Advisers LLC
CCM Investment Advisers LLC is a registered investment adviser headquartered in Columbia, South Carolina. The firm was founded in 1993 and manages over $1.3 billion in discretionary assets as of April 2025. With 11 employees, CCM specializes in active management of balanced, equity, and fixed income portfolios for a diverse client base, including high net worth individuals, charitable organizations, and institutional investors. CCM emphasizes personal client relationships by directly managing each account without automated rebalancing tools, and boasts an experienced portfolio management team averaging over 19 years in the industry.
Investment Strategy
CCM Investment Advisers follows a conservative investment approach focused on risk management and principal preservation. The firm employs a disciplined, dynamic portfolio management process that identifies relative value among both asset classes and individual securities. CCM believes in managing risk first, viewing value as the driver of long-term performance. All client portfolios are managed individually according to each client's objectives rather than through automated tools, and the investment team leverages its extensive experience in delivering superior risk-adjusted returns across equity, fixed income, and balanced strategies.
Latest 13F Filing Activity
CCM Investment Advisers LLC filed their most recent 13F report on Sep 30, 2025 disclosing 85 equity positions with a total 13F market value of $1B. The fund increased holdings in Oracle Systems Corp., Kla-tencor Corp., Advanced Micro Devices among other positions. CCM Investment Advisers LLC reduced exposure to Salesforce Inc., Qualcomm Inc., Netflix Inc. among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp. | 3.99% | $40.5M | 217,327 | $15.94 | $186.58 | +$1.3M |
A AVGO | Broadcom Inc | 3.56% | $36.1M | 109,493 | $47.65 | $329.91 | +$3.7M |
| Alphabet Inc. Class A | 3.52% | $35.7M | 146,918 | $44.98 | $243.10 | +$9.1M | |
M MSFT | Microsoft Corp. | 3.32% | $33.7M | 65,063 | $89.17 | $517.95 | -$517.4K |
A AAPL | Apple Inc. | 3.23% | $32.8M | 128,985 | $35.28 | $254.63 | +$7.0M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
C Chris Antley | Portfolio Manager | Mount Pleasant, SC , United States | |
 | President and Chief Investment Officer | Houston, TX , United States |
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