CCM Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,920,889
Clients
103
Advisors
2
of 2 employees
About
CCM Investment Management, LLC provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities, overseeing roughly $20.5 million across its client accounts and maintaining an account minimum of $100,000. Services include preparing individualized Investment Policy Statements, discretionary portfolio management, and standalone financial plans.
The firm builds strategic asset allocations primarily through academic models and a mainly passive implementation with periodic rebalancing, supplementing those allocations with third‑party model managers and, for accounts without tax constraints, quantitatively based tactical active management. CCM documents client goals and risk tolerance in an IPS, seeks discretionary trading authority when appropriate, and uses methods such as modern portfolio theory, fundamental, cyclical, and quantitative analysis.
Distinctive operational features include participation in a wrap‑fee program for which CCM manages investments and requires wrap clients to use FOLIOfn Investments, Inc. as the custodian, and the firm may accept commissions for the sale of non‑variable life insurance, non‑variable annuities, and other life/health insurance products (insurance recommendations are non‑exclusive and may be obtained through unaffiliated brokers). CCM also does not aggregate or block trades across multiple client accounts, a practice that can affect trade timing and execution relative to many peers.
Client services
Expertise
Fee options
$0 - $50,000: 1.45% $50,000.01 - $250,000: 1.30% $250,000.01 - $500,000: 1.15% $500,000.01 - $1,000,000: 0.95% $1,000,000.01 - $2,000,000: 0.75% $2,000,000.01 - $5,000,000: 0.60% $5,000,000.01+: 0.45%
Compensation received for sale of non-variable life insurance, non-variable annuities and other life/health insurance products; no commissions on mutual funds, variable insurance products, or other securities.
$150/hour for financial planning services
Account minimum: $100,000
Main office
651 Orchard St., Suite 204 A
New Bedford MA 02744
Advisors at this office
2
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Andrew S
Series 66
New Bedford, MA
CCM Investment Management, LLC
Andrew Sylvia is a financial advisor at CCM Investment Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securian Financial Services and Pioneer Financial Group. Outside of his advisory role, Sylvia is employed as an emergency medical technician and campus security officer. CCM Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes strategic asset allocation using academic models and a primarily passive investment approach, supplemented by third-party managers and quantitative tactical management.
Chad M
CFA®, Series 66
New Bedford, MA
CCM Investment Management, LLC
Chad Mello is a CFA® charterholder with 17 years of industry experience. He is a principal at CCM Investment Management, LLC and has worked at Integrated Insurance Services, Inc. since 2019 and at SII Investments, Inc. from 2008 to 2018. Mello is also the owner of an insurance brokerage that receives trail commissions from prior sales but does not engage in new policy sales. CCM Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs strategic asset allocation with a focus on passive ETFs, third-party model portfolios, and quantitative tactical management within a broad investable universe that includes fixed income, real estate funds, annuities, and non-U.S. securities.
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