|
⚲
|
| Core Capital Management and Research Inc
✚
|
|
|---|---|
| CRD # | 146285 |
| SEC # | 801-72083 |
| CIK # | |
| AUM | $1.2 BB (2023-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 713-864-4300 |
| Address | 3401 Allen Parkway Houston, TX 77019 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 3.7 |
| (b) Individuals (high net worth individuals) | 115 | 67.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 3.9 |
| (h) Charitable organizations | 8 | 84.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1,078.1 |
| (n) Other | 0 | 0.0 |
| Total | 167 | 1,237.7 |
| By Discretionary | ||
| Discretionary | 163 | 91.0 |
| Non-Discretionary | 4 | 1,146.7 |
| Total | 167 | 1,237.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,237.3 | |
| Total | 167 | 1,237.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Atwood & Palmer Inc
✚
|
MO | 1.2 |
|
Stewart Capital Advisors LLC
✚
|
PA | 1.2 |
|
Mosaic Family Wealth Partners LLC
✚
|
MO | 1.2 |
|
Foster Victor Wealth Advisors LLC
✚
|
SC | 1.2 |
|
Summit Financial Wealth Advisors LLC
✚
|
LA | 1.2 |
|
Global Strategic Investment Solutions LLC
✚
|
AZ | 1.2 |
|
Prism Financial Group LLC
✚
|
KS | 1.2 |
|
Advocacy Wealth Management LLC
✚
|
GA | 1.2 |
|
Jaffe Tilchin Investment Partners LLC
✚
|
FL | 1.2 |
|
Bitterroot Capital Advisors LLC
✚
|
MT | 1.2 |