RIA Intel›Advisers›Massachusetts›CCM INVESTMENT MANAGEMENT, LLC

CCM INVESTMENT MANAGEMENT, LLC

Advisory

NEW BEDFORD, MA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in MA

#1,342

of 1,590 advisers by AUM

Average account

$158K

across 130 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$20M

Non-Discretionary AUM$228K

Discretionary %98.9%

Total Clients106

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

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

See plansIncluded with the Intelligence plan

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

106 clients

6 high-net-worth

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

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

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HOUSE HANOVER LLC

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