Overview
Assets Under Management: $299 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 165
Average Client Assets: $0.7 million
Frequently Asked Questions
CORE CAPITAL MANAGEMENT AND RESEARCH INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146285), CORE CAPITAL MANAGEMENT AND RESEARCH INC. is subject to fiduciary duty under federal law.
CORE CAPITAL MANAGEMENT AND RESEARCH INC. is headquartered in HOUSTON, TX.
CORE CAPITAL MANAGEMENT AND RESEARCH INC. serves 165 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, CORE CAPITAL MANAGEMENT AND RESEARCH INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
CORE CAPITAL MANAGEMENT AND RESEARCH INC. manages $299 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, CORE CAPITAL MANAGEMENT AND RESEARCH INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.80%
Average Client Assets: $0.7 million
Total Client Accounts: 269
Discretionary Accounts: 259
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 146285
Filing ID: 2083180
Last Filing Date: 2026-03-30 17:17:30