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| Keyboard |
| Core Capital Management and Research Inc
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|---|---|
| CRD # | 146285 |
| SEC # | 801-72083 |
| CIK # | 0001781919 |
| AUM | 298.8 M (2026-03-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 713-864-4300 |
| Address | 3401 Allen Parkway Houston, TX 77019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 14.4 |
| (b) Individuals (high net worth individuals) | 165 | 121.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 21.7 |
| (h) Charitable organizations | 6 | 93.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 47.0 |
| (n) Other | 0 | 0.0 |
| Total | 269 | 298.8 |
| By Discretionary | ||
| Discretionary | 259 | 152.2 |
| Non-Discretionary | 10 | 146.5 |
| Total | 269 | 298.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 297.9 | |
| Total | 269 | 298.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 10 (1 non-US) |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
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|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
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|
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✚
|
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