Ccm Investment Group, LLC
CRD 327915SEC# 801-128708Northfield, MN
No longer SEC-registered. Ccm Investment Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$951.6M
Employees
3
Accounts
1
Location
Northfield, MN
Ccm Investment Group, LLC assets under management
Ccm Investment Group, LLC is a registered investment adviser overseen by the SEC based in Northfield, MN. It reports $951.6 million in regulatory assets under management and employs 3 people.
Ccm Investment Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlson Capital Management, LLC Control | Member And Manager | Over 75% | 2023 |
| Justin Daniel Stets Control | Chief Compliance Officer And President | Under 5% | 2023 |
| Carlson Capital Management Control | Member | Over 75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Ccm Investment Group, LLC manage?
Ccm Investment Group, LLC reports $951.6 million in regulatory assets under management on its Form ADV.
How many employees does Ccm Investment Group, LLC have?
Ccm Investment Group, LLC reports 3 employees.
Where is Ccm Investment Group, LLC located?
Ccm Investment Group, LLC is based in Northfield, MN.
Does Ccm Investment Group, LLC disclose fund performance?
Ccm Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11 Bridge Square, Northfield, MN 55057 |
| Office hours | 8a.m.-5p.m. Ct |
| Discloses disciplinary history | No |
Regulatory AUM
$951.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$951.6Mregulatory AUM
Discretionary $951.6M