RIA Intel›Advisers›Texas›CORE CAPITAL MANAGEMENT AND RESEARCH INC.

CORE CAPITAL MANAGEMENT AND RESEARCH INC.

Advisory

N·HOUSTON, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$299M
1-Year AUM Growth
+7.4%
3-Year CAGR
+10.3%
Employees
4
Assets Under Management
Total AUM$299M
Discretionary AUM$152M
Non-Discretionary AUM$147M
Discretionary %50.9%
Total Clients221
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)+33.3%
Filing History
Total Filings on Record23
First FilingDec 20, 2010
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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