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Core Capital Management and Research Inc.

● SEC registered since 2011CRD 146285SEC# 801-72083Houston, TX
Export (members)
Reg. AUM
$243.1M
Employees
4
Accounts
221
Location
Houston, TX

Core Capital Management and Research Inc. assets under management

Core Capital Management and Research Inc. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2011. It reports $243.1 million in regulatory assets under management and employs 4 people.
ccmr.ioView on SEC.gov ↗

Core Capital Management and Research Inc. owners & executives

1 reported
NameTitleOwnershipSince
Louis John Pelz ControlPresident/Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Core Capital Management and Research Inc. manage?

Core Capital Management and Research Inc. reports $243.1 million in regulatory assets under management on its Form ADV.

How many employees does Core Capital Management and Research Inc. have?

Core Capital Management and Research Inc. reports 4 employees.

Where is Core Capital Management and Research Inc. located?

Core Capital Management and Research Inc. is based in Houston, TX and has been SEC-registered since 2011.

Does Core Capital Management and Research Inc. disclose fund performance?

Core Capital Management and Research Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3401 Allen Parkway, Houston, TX 77019
Phone713-864-4300
Office hours9:00 a.m. - 3:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$138.6M
Non-discretionary$104.6M
Total (RAUM)$243.1M