Assets Under Management
$141.9M
Number of Clients
100
Number of Advisors
1
Average Client AUM
$1.4M
AUM per Advisor
$141.9M
Compensation
Fee-Only (AUM)
CCI provides ongoing management of investment portfolios for various client types. They invest in publicly traded securities, primarily in equity, fixed income, and money market investments, using a value-oriented investment philosophy. Clients receive quarterly reports and can terminate the agreement with written notice.
339 Main Street, 2nd Floor, Franklin, TN, 37064