CCM INVESTMENT MANAGEMENT, LLC

CCM INVESTMENT MANAGEMENT, LLC of NEW BEDFORD, MA is an SEC-registered investment adviser (CRD 290483). Regulatory assets under management: $20.5M.

Registration

• CRD: 290483
• Type: Registered investment adviser
• Location: 651 ORCHARD ST., NEW BEDFORD, MA, 02744
• Phone: 774-226-8765
• Latest filing: 2026-03-09
• Regulatory AUM: $20.5M
• Discretionary AUM: $20.3M
• Non-discretionary AUM: $228K
• Clients: 2
• Accounts: 130

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290483 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search