Core Capital Management And Research Inc.
Core Capital Management And Research Inc. is an SEC-registered wealth manager in Houston, TX with $298.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Core Capital Management And Research Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146285, SEC 801-72083, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $298.8M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 4
- Clients
- 269
- CRD
- 146285
- Ownership
- PELZ, LOUIS, JOHN
How much AUM does Core Capital Management And Research Inc. have?
Core Capital Management And Research Inc. reported $298.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Core Capital Management And Research Inc.?
Disclosed owners and executives of Core Capital Management And Research Inc. include PELZ, LOUIS, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.