Kyle Scrimgeour founded CCM in 2007 after leaving a large Wall Street firm to provide no bullsh*t advice, high-level attention to the complex needs of his clients, and build a great business by doing great things.
The company is a Registered Investment Advisor located in Huntington Beach, California, and operates under a fiduciary capacity, by law, at all times, we have a responsibility to act in our client’s best interest.
As an independent firm we work for our clients not corporate agendas. We access best-in-class research, analysis, managers, and ideas without confinement to a traditional Wall Street firm framework.
We operate a sustainable business, we walk our talk, we follow a code of ethical practice and conduct written in our policies certified and validated by third parties. Pursing sustainability is part of our is culture and process, for example the hosting service of our website is 100% solar powered.
Our Founder, Managing Member
Kyle is a dad, husband, son, brother, founder, investment manager and financial advisor. He loves his family and watching his girls’ playing soccer and lacrosse, quality beer, exercising and staying healthy, and gardening in his backyard.
Kyle is a Chartered Alternative Investment Analyst (CAIA), a Certified Financial Planner (CFP®) professional, holds an MBA in Finance from Lindenwood University and a BA in English from the University of Oklahoma where he was captain of the University of Oklahoma wrestling team from 1991-1993. Prior to founding CCM, he formally held Series 7, 31, and 66 securities licenses before establishing his Registered Investment Advisory. He has over 20 years of finance, business and investment management experience including private mergers and acquisitions, raising capital, asset management, and financial consulting.
Form ADV Brochures
CCM is required to file Forms ADV I and II annually with regulatory agencies. Please contact us to receive copies of the filings.