CCM Investment Counsel
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$29,753,874
Clients
42
Advisors
1
of 1 employees
About
The firm provides discretionary portfolio management and investment advice to individuals, families and trusts, and also accepts pension or profit-sharing plans and non-profit (charitable) organizations. According to the brochure, it managed approximately $36.7 million for 50 clients as of May 1, 2026 and handles all client assets on a discretionary basis.
Investment decisions are guided by fundamental analysis and a four-step process that establishes written investment guidelines (investment policy statements) tied to clients’ objectives, time horizon, liquidity and tax needs. Portfolios are managed around the principles of investment value, diversification and asset allocation, with tax-efficient management, occasional protective-put hedging, and daily monitoring of holdings.
What distinguishes the firm from many solo independent advisers is its client mix and operational practices: the brochure highlights work with institutional-type clients including pension plans and charitable organizations, a requirement that clients maintain accounts at a mutually agreed custodian (historically a specific broker-dealer), and the firm’s note that accounts may incur interest charges. The founder retains full ownership and serves as the sole investment officer and reviewer, performing all reviews and supervision for client accounts.
Client services
Expertise
Fee options
$0 - $250,000: 0.125% monthly (i.e., 1.5% annually) $250,000+: 0.083% monthly (i.e., approximately 1.0% annually)
Account minimum: Under 30: $25,000; 30-34: $30,000; 35-39: $40,000; 40-44: $50,000; 45-49: $75,000; 50-54: $100,000; 55-59: $150,000; 60-64: $200,000; 65 and above: $250,000; Institutional investors: $250,000 Fee-only: Fee based on a percentage of the value of portfolio; no commissions
Main office
Stow Professional Building, 3869 Darrow Road, Suite 205
Stow OH 44224
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Ccm Investment Counsel · Ccm Management And Research, Inc. · Cihlar Capital Management Co · The Cihlar Capital Management Company · The Cihlar Capital Managment Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")