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Mackenzie C. Macklen

Ccm Investment Advisers, LLC

Columbia, SC

CRD 8189489

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Employer firm

Ccm Investment Advisers, LLC CRD 105743

$1.55B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Ccm Investment Advisers, Llc

1201 Main Street Suite 1910, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-11-24
  • SC RA
    APPROVED
    Since 2025-11-24

Branch Locations

1201 Main Street Suite 1910, Columbia, SC 29201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full-Time Student (Hs And College) Lexington SC 08/2015 08/2025
Ccm Investment Advisers, Llc Columbia SC 10/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-24
  • S65 Uniform Investment Adviser Law Examination
    2025-11-24

View on SEC IAPD

Nearby Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.

Nearby Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC

More in Columbia, SC

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