RIA Intel›Advisers›Ohio›CCM MANAGEMENT AND RESEARCH, INC.

CCM MANAGEMENT AND RESEARCH, INC.

Advisory

STOW, OH

Data as of Jul 31, 2026 · Source: SEC Form ADV

Average account

$276K

across 133 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 31, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndApril

Operates InOH, TX

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

47 clients

11 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

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

ICG ADVISORS, LLC

$37M

DEAN FINANCIAL ADVISORY, LLC.

$37M

DODSON FREDERICK DALE

CUYAHOGA FALLS, OH

$37M

FRACTAL FINANCIAL DESIGN, LLC

$37M

FIDUCIA WEALTH MANAGEMENT LLC

UPPER ARLINGTON, OH

$36M

KATHLEEN R. BENJAMIN

$36M

Get the full picture on CCM MANAGEMENT AND RESEARCH, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CCM MANAGEMENT AND RESEARCH, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans