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CORE CAPITAL MANAGEMENT AND RESEARCH INC.
CRD 146285 · SEC 801-72083
3401 ALLEN PARKWAY, HOUSTON, TX, 77019, United States
Phone
713-864-4300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$298.8M
Discretionary AUM
$152.2M
Team
4 total employees; 4 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $14.4M |
| High net worth individuals | 165 | $121.9M |
| Pension/profit sharing plans | 6 | $21.7M |
| Charitable organizations | 6 | $93.8M |
| Corporations/business entities | 13 | $47.0M |
States served
AZ, CA, IL, MN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD