← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（10/30/2024）
CCM INVESTMENT ADVISERS, LLC · 所有者与执行高管（CRD 105743）
机构事实页：CCM INVESTMENT ADVISERS, LLC 事实页 → | 官方原文：IAPD firm-summary/105743
Schedule A · 直接所有者（11 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| KEY, ROBERT, FRAZER | 个人 | PRESIDENT, CHIEF COMPLIANCE OFFICER AND FIXED INCOME STRATEGIST, DIRECTOR | 是 | NA |
| ANTLEY, CHRISTOPHER, WILSON | 个人 | SR. VICE PRESIDENT, CHIEF INVESTMENT OFFICER | 是 | NA |
| BURKETT, MICHAEL, ANTHONY | 个人 | SR. VICE PRESIDENT, CHIEF EQUITY STRATEGIST | 是 | NA |
| BULLOCK, DIXIE, SMITH | 个人 | VICE PRESIDENT | 是 | NA |
| FOWLER CARY FAMILY TRUST | 境内实体 | OWNER, MEMBER | 是 | C |
| BIG DOG FAMILY PRESERVATION TRUST U/A DATED DECEMBER 31. 2012 | 境内实体 | OWNER,MEMBER | 是 | D |
| Antonovich, Amanda, Cary | 个人 | TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, MEMBER, TREASURER, DIRECTOR, TRUSTEE OF THE FOWLER CARY FAMILY TRUST | 是 | NA |
| Cary, Carlynn, Elizabeth | 个人 | TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, MEMBER, SECRETARY, DIRECTOR, TRUSTEE OF THE FOWLER CARY FAMILY TRUST | 是 | NA |
| Kirkland, Stephen, Dele | 个人 | TRUSTEE OF THE BIG DOG FAMILY PRESERVATION TRUST, CHAIRMAN | 是 | NA |
| CARIMI, ANTHONY, FRANKLIN | 个人 | VICE PRESIDENT | 是 | NA |
| LEVEQUE, CHRISTIAN, JOHN | 个人 | VICE PRESIDENT, CHIEF FIXED INCOME STRATEGIST | 是 | NA |
Schedule B · 执行高管（0 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
