# CCM INVESTMENT GROUP, LLC

CCM INVESTMENT GROUP, LLC of NORTHFIELD, MN is an SEC-registered investment adviser.

## Registration

- CRD: 327915
- Type: SEC-registered investment adviser
- SEC file number: 801-128708
- Location: 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057
- Phone: 507-645-8887
- Latest filing: 2025-03-25
- Regulatory AUM: $951.6M
- Discretionary AUM: $951.6M
- Clients: 3
- Accounts: 1

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Justin Daniel Stets](https://search.stillhousedata.com/person/708850) | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| [Gregory Alan Carlson](https://search.stillhousedata.com/person/708851) | FOUNDER & CEO | — |
| [Jeffrey Robert Carlson](https://search.stillhousedata.com/person/708852) | FOUNDER & SECRETARY/TREASURER | — |
| [CARLSON CORY ALAN](https://search.stillhousedata.com/person/730594) | FOUNDER & CEO | — |
| [CARLSON JEFFREY ROBERT](https://search.stillhousedata.com/person/750403) | FOUNDER & SECRETARY/TREASURER | — |
| [STETS JUSTIN DANIEL](https://search.stillhousedata.com/person/750404) | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ROCHESTER | MN | 2 | 507-288-9797 |
| ROCHESTER | MN | 2 | 507-288-9797 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327915/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327915/similar
- Related entities: https://search.stillhousedata.com/firm/327915/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327915

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.