Core Capital Management and Research Inc.
● SEC registered since 2011CRD 146285SEC# 801-72083Houston, TX
Reg. AUM
$298.8M
Employees
4
Accounts
269
Location
Houston, TX
Core Capital Management and Research Inc. assets under management
Core Capital Management and Research Inc. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2011. It reports $298.8 million in regulatory assets under management and employs 4 people.
Core Capital Management and Research Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Louis John Pelz Control | President/Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Core Capital Management and Research Inc. manage?
Core Capital Management and Research Inc. reports $298.8 million in regulatory assets under management on its Form ADV.
How many employees does Core Capital Management and Research Inc. have?
Core Capital Management and Research Inc. reports 4 employees.
Where is Core Capital Management and Research Inc. located?
Core Capital Management and Research Inc. is based in Houston, TX and has been SEC-registered since 2011.
Does Core Capital Management and Research Inc. disclose fund performance?
Core Capital Management and Research Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3401 Allen Parkway, Houston, TX 77019 |
| Phone | 713-864-4300 |
| Office hours | 9:00 a.m. - 3:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$298.8M▲ 23%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$298.8Mregulatory AUM
Discretionary $152.2MNon-discretionary $146.5M