RIA Intel›Advisers›Oklahoma›CC INVESTMENT ADVISORS, INC.

CC INVESTMENT ADVISORS, INC.

Advisory

OKLAHOMA CITY, OK

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$963K

across 16 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOK

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

GIBBENS CAPITAL MANAGEMENT LLC

$16M

TRAC WEALTH MANAGEMENT, INC

$15M

THE FOCUS GROUP ADVISORS, LLC

$14M

KRB AND ASSOCIATES, INC

OKLAHOMA CITY, OK

$16M

BALDWIN FINANCIAL, LLC

OKLAHOMA CITY, OK

$17M

JOHN H TAYLOR, LLC

$17M

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