Ccm New Opportunities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Merriam, KS. Its latest Form ADV filing, dated March 23, 2026, reports $1M in regulatory assets under management, 4 employees, and 2 accounts.
Assets Under Management
$1M
Employees
4
Offices
--
Total Clients
<5
Primary office
MERRIAM, KS
6700 ANTIOCH, SUITE 250, MERRIAM, KS, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1Mas of March 23, 2026
Discretionary100.0%
$1M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1M
Total Accounts2
10Y AUM Change+$1M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee—
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.