RIA Intelligence

CCM ADVISORS, LLC

CRD #109818 SEC #801-58210 CHICAGO, IL 312-444-6200
SEC Registered
Total AUM
$964.8M
Discretionary
$505.6M
Employees
5
Clients
--
Accounts
15

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 1, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
ADLER, RICHARD, HOWARDIDIRECTORNA Control
BAKAZAN, DEBORAH, A.ICHIEF COMPLIANCE OFFICERNA Control
BAKAZAN, DEBORAH, A.ICHIEF COMPLIANCE OFFICERNA Control
BROWN, SUSAN, MARIEICOMPLIANCE OFFICERNA
BROWN, SUSAN, MARIEICOMPLIANCE OFFICERNA
BROWN, SUSAN, MARIEICOMPLIANCE OFFICERNA
FRANCOEUR, GREGORY, PAULIDIRECTORNA
FRANCOEUR, GREGORY, PAULIDIRECTORNA
FRANCOEUR, GREGORY, PAULIDIRECTORNA Control
GRETHER, DENNIS, JORDANIMANAGING DIRECTORNA Control
GRETHER, DENNIS, JORDANIMANAGING DIRECTORNA Control
GRETHER, DENNIS, JORDANIMANAGING DIRECTORNA Control
GRETHER, DENNIS, JORDANIMANAGING DIRECTORNA
HUNT, JON, COWELLIDIRECTORNA Control
HUNT, JON, COWELLIDIRECTORNA Control
HUNT, JON, COWELLIDIRECTORNA Control
HUNT, JON, COWELLIDIRECTORNA Control
PAI, SAVITRI, PICHIEF LEGAL OFFICERNA Control
PAI, SAVITRI, PICHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
PAI, SAVITRI, PICHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
PAI, SAVITRI, PICHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
PEABODY, DOUGLAS, DAREIDIRECTORNA Control
PEABODY, DOUGLAS, DAREIDIRECTORNA Control
PEABODY, DOUGLAS, DAREIMANAGING DIRECTORNA Control
PEABODY, DOUGLAS, DAREIMANAGING DIRECTOR, DIRECTORNA Control
PEABODY, DOUGLAS, DAREIDIRECTORNA Control
PEABODY, DOUGLAS, DAREIMANAGING DIRECTOR, DIRECTORNA Control
PEABODY, DOUGLAS, DAREIMANAGING DIRECTOR, DIRECTORNA Control
PEABODY, DOUGLAS, DAREIMANAGING DIRECTOR, DIRECTORNA Control
RUDZINSKI, SUSAN, SCHWARZICHIEF COMPLIANCE OFFICERNA
RUDZINSKI, SUSAN, SCHWARZICHIEF COMPLIANCE OFFICERNA
RUDZINSKI, SUSAN, SCHWARZICHIEF COMPLIANCE OFFICERNA Control
RUDZINSKI, SUSAN, SCHWARZICHIEF COMPLIANCE OFFICERNA
SHARP, ROBERT, DANIELIMANAGING DIRECTORNA Control
SHARP, ROBERT, DANIELIMANAGING DIRECTORNA Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, CHIEF INVESTMENT OFFICERNA Control
CCM HOLDINGS, INC.DEMEMBERE Control
CCM HOLDINGS, INC.DEMEMBERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEINTERESTHOLDERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEINTERESTHOLDERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEINTERESTHOLDERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEINTERESTHOLDERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEMEMBERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEINTERESTHOLDERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEINTERESTHOLDERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEINTERESTHOLDERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEINTERESTHOLDERE Control
CONVERGENT CAPITAL MANAGEMENT LLCDEINTERESTHOLDERE Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, DIRECTORB Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, DIRECTORB Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTORB Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, DIRECTORB Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, DIRECTORB Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, DIRECTORB Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, DIRECTORB Control
SOLBERG, TIMOTHY, GEORGE ALBERTIMANAGING DIRECTOR, DIRECTORB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CITY NATIONAL CORPORATIONDECONVERGENT CAPITAL MANAGEMENT LLCE Control
CONVERGENT CAPITAL MANAGEMENT INC.DECCM HOLDINGS, INC.E Control
CONVERGENT CAPITAL MANAGEMENT INC.DECCM HOLDINGS, INC.E Control
ADLER, RICHARD, HOWARDICONVERGENT CAPITAL MANAGEMENT INC.C Control
ADLER, RICHARD, HOWARDICONVERGENT CAPITAL MANAGEMENT INC.C Control
GRIFFITH, HARRY, TOMICONVERGENT CAPITAL MANAGEMENT INC.C Control
GRIFFITH, HARRY, TOMICONVERGENT CAPITAL MANAGEMENT INC.C Control
HAYES, JAMES, EDWARDICONVERGENT CAPITAL MANAGEMENT INC.C Control
HAYES, JAMES, EDWARDICONVERGENT CAPITAL MANAGEMENT INC.C Control

Registrations

Federal

IA
Mar 1, 2007 REGISTERED

Notice Filings (2)

IL TX

Address

190 S. LASALLE ST., SUITE 2800
CHICAGO, IL 60603
USA
Phone: 312-444-6200