CCR Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$48,476,319
Clients
82
Advisors
3
of 3 employees
About
CCR Investment Advisers, LLC is a small, fee-only registered investment adviser that serves individual and high-net-worth clients, as well as pension/profit-sharing plans and charitable organizations. The firm provides discretionary asset management and related financial planning services, including retirement and education funding, cash flow analysis, and goal-based planning.
As of the brochure date the firm managed roughly $55.8 million for about 84 clients, with all accounts managed on a discretionary basis. Its investment approach emphasizes strategic asset allocation using a core-satellite framework and global diversification, and the firm executes client trades through a single custodian under a limited power of attorney.
This firm is notable for principals with professional accounting experience — including a retired Certified Public Accountant and recent roles at accounting firms — and for an affiliation with a regional bank through a director position held by a principal, a disclosed, part-time compensated role. The brochure also discloses that the adviser operates on a strict fee-only basis, does not accept soft-dollar arrangements, and requires custodial relationships that channel trading through the designated custodian.
Client services
Expertise
Fee options
Fixed fees grandfathered only for clients prior to 9/30/2022; no new fixed fee arrangements available.
$0 - $500,000: 0.75% $500,001 - $750,000: 0.5% $750,001+: Negotiable
Fee-only: Fee-only investment management services; no commissions received.
Main office
3002 Turner St
Ponca City OK 74604
Advisors at this office
3
Most active in
Oklahoma
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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
Advisors at this firm
Gerald C
Series 65
Ponca City, OK
CCR Investment Advisers, LLC
Gerald Corbin is a financial advisor at CCR Investment Advisers, LLC with 31 years of industry experience. He holds a Series 65 designation and has worked in both investment advisory and accounting roles, including positions at Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC. Since 1995, he has served as a director of the Stock Exchange Bank in Caldwell, Kansas. CCR Investment Advisers, LLC is a fee-only registered investment adviser that serves individual, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary asset management and financial planning services, utilizing a core-satellite investment approach with global diversification.
Lisa R
Series 65
Ponca City, OK
CCR Investment Advisers, LLC
Lisa Reed is a financial advisor at CCR Investment Advisers, LLC with eight years of industry experience. She holds a Series 65 designation and concurrently works as a full-time office manager at Schwabe & Associates CPAs PLLC, an accounting firm in Ponca City, Oklahoma. Reed’s background includes roles at CCR Investment Advisers and two CPA firms, reflecting a career that spans both financial advisory and accounting operations. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers asset management and financial planning services with an emphasis on tax-aware and accounting-oriented client planning.
Carl C
Series 65
Ponca City, OK
CCR Investment Advisers, LLC
Carl Coates is a financial advisor at CCR Investment Advisers, LLC in Ponca City, OK, holding a Series 65 designation with 23 years of industry experience. His prior work includes roles at Schwabe & Associates CPAs PLLC and Coates & Schwabe CPAs PLLC, as well as operating his own registered investment advisory firm. CCR Investment Advisers, LLC is a fee-only, discretionary investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset-allocation, core-satellite approach with global diversification and offers services including asset management and financial planning.
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