|
⚲
|
| Core Capital Management and Research Inc
✚
|
|
|---|---|
| CRD # | 146285 |
| SEC # | 801-72083 |
| CIK # | 0001781919 |
| AUM | $243.1 M (2025-04-01) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 713-864-4300 |
| Address | 3401 Allen Parkway Houston, TX 77019 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 6.6 |
| (b) Individuals (high net worth individuals) | 148 | 75.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 19.0 |
| (h) Charitable organizations | 6 | 90.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 52.3 |
| (n) Other | 0 | 0.0 |
| Total | 221 | 243.1 |
| By Discretionary | ||
| Discretionary | 215 | 138.6 |
| Non-Discretionary | 6 | 104.6 |
| Total | 221 | 243.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 242.8 | |
| Total | 221 | 243.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SIMS Investment Management LLC
✚
|
OH | 0.2 |
|
Sound Stewardship LLC
✚
|
KS | 0.2 |
|
One Advisory Partners LLC
✚
|
KS | 0.2 |
|
Retirement Strategies Ltd
✚
|
OH | 0.2 |
|
Accelerate Investment Advisors LLC
✚
|
CA | 0.2 |
|
Philip O Johnson & Company Ltd
✚
|
AZ | 0.2 |
|
PKS Investment Advisors LLC
✚
|
MD | 0.2 |
|
Saybrook Wealth Group Inc
✚
|
CT | 0.2 |
|
Elevation Capital Advisory LLC
✚
|
OR | 0.2 |
|
Koenig Investment Advisory LLC
✚
|
OR | 0.2 |