About Us
Our History
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.
Chartered Alternative Investment Analyst
2018-2022
Certified Financial Planner (CFP®)
2014-2022
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.
