RIA Intel›Advisers›Oklahoma›CCR INVESTMENT ADVISERS, LLC

CCR INVESTMENT ADVISERS, LLC

Advisory

PONCA CITY, OK

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

Rank in OK

#128

of 142 advisers by AUM

Average account

$377K

across 148 accounts

AUM per adviser

$19M

3 advisers

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

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients84

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

84 clients

26 high-net-worth

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.

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$55M

CIMARRON CAPITAL ASSOCIATES II, LLC

OKLAHOMA CITY, OK

$54M

OKLAHOMA CITY, OK

$53M

WILSHIRE-PENNINGTON GROUP, INC.

NICHOLS HILLS, OK

$53M

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