CCM INVESTMENT GROUP, LLC
CRD #327915 SEC #801-128708 NORTHFIELD, MN 507-645-8887
SEC Registered
Total AUM
$951.6M
Discretionary
$951.6M
Employees
3
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | NA | Control |
| CARLSON CAPITAL MANAGEMENT, LLC | DE | MEMBER AND MANAGER | E | Control |
| CARLSON CAPITAL MANAGEMENT, LLC | DE | MEMBER AND MANAGER | E | Control |
| CARLSON CAPITAL MANAGEMENT, LLC | DE | MEMBER AND MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARLSON CAPITAL MANAGEMENT | DE | CARLSON CAPITAL MANAGEMENT, LLC | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | CARLSON CAPITAL MANAGEMENT, LLC | E | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
MN
Address
11 BRIDGE SQUARENORTHFIELD, MN 55057
United States
Phone: 507-645-8887