Ccc Advisors, LLC
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Overview
Ccc Advisors, LLC operates as a financial advisory company based in Austin, Texas. It manages $348.6 million in assets throughout 13 client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). It has a small group, including 9 financial advisors. Ccc Advisors, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as options, bonds and stocks.
Ccc Advisors, LLC administers all of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions for the client's account without requiring client consent. The investment advisory firm manages an average of $26.8 million in assets for every client account. The typical advisor at Ccc Advisors, LLC oversees about one client accounts, making it one of the most personalized firms in the country.
The company's main office is at 3700 North Capital Of Texas Highway, Austin, Texas 78746. Ccc Advisors, LLC is registered to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ccc Advisors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$348.6 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
12
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
13
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$26.8 million
Fee Structure
Fees charged by financial advisors vary depending on which services are offered. Fees billed by Ccc Advisors, LLC most likely consist of the following fee structures: asset-based or performance-based. Ccc Advisors, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its 13 clients, Ccc Advisors, LLC's biggest client type is pooled investment vehicles. None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ccc Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ccc Advisors, LLC
Austin, TX
Austin, TX
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