A complete list of active advisors currently associated with CCR Investment Advisers, LLC

Warmer can help you find a great advisor at CCR Investment Advisers, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at CCR Investment Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.