SEC Form ADV

CORE CAPITAL MANAGEMENT AND RESEARCH INC.

Firm profile: Core Capital Management and Research — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX

$298.8M

Assets Under Management

269

Total Clients

Employees

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Registration Details

Accession: CRD-146285
Location: HOUSTON, TX
Filing Date: March 30, 2026
AUM: $298.8M
Total Clients: 269
Institutional Clients: 12
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

CORE CAPITAL MANAGEMENT AND RESEARCH INC. is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $298.8M in assets across 269 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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