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Ccr Investment Advisers, LLC CRD 298279
$55.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3002 Turner St, Ponca City, OK 74604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C. Victor Coates, C.P.A., Registered Investment Adviser | Ponca City | OK | 01/1995 | 07/2018 |
| Coates & Schwabe Cpas Pllc | Ponca City | OK | 01/2001 | 01/2017 |
| Schwabe & Associates Cpas Pllc | Ponca City | OK | 01/2017 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-19 |
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