| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlson Capital Management, LLC Control | Member And Manager | Over 75% | 2023 |
| Justin Daniel Stets Control | Chief Compliance Officer And President | Under 5% | 2023 |
| Carlson Capital Management Control | Member | Over 75% | 2016 |
Ccm Investment Group, LLC reports $951.6 million in regulatory assets under management on its Form ADV.
Ccm Investment Group, LLC reports 3 employees.
Ccm Investment Group, LLC is based in Northfield, MN.
Ccm Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11 Bridge Square, Northfield, MN 55057 |
| Office hours | 8a.m.-5p.m. Ct |
| Discloses disciplinary history | No |
| Discretionary | $951.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $951.6M |