CORE CAPITAL MANAGEMENT AND RESEARCH INC.

RIASEC RegisteredEst. 2011

Total AUM

$299M

Discretionary

$152M

51% of AUM

Avg account

$1.1M

Accounts

269

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 146285
Registered since: January 3, 2011
Website: ccmr.io
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI40.8%
Charitable Organizations31.38%
Corporations / Businesses15.72%
Pension & Profit Sharing Plans7.28%
Individuals4.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Core Capital Management And Research Inc. is an independent, SEC-registered investment adviser founded in 2011 and owned by an individual principal. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that combines portfolio management with financial planning and adviser selection services. Its advisory activities include portfolio management for individuals, small businesses and institutions, financial planning, selection of other advisers, and educational workshops. Compensation comes through a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor.