RIA Intel›Advisers›Texas›CORE CAPITAL MANAGEMENT, LLC

CORE CAPITAL MANAGEMENT, LLC

Advisory

THE WOODLANDS, TX

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in TX

#1,846

of 2,813 advisers by AUM

Average account

$467K

across 88 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$0

Non-Discretionary AUM$41M

Discretionary %0%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

50 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

HOCTOR, DAVID ROBERT II

$41M

TUNSTALL CAPITAL MANAGEMENT, L.P.

$41M

JOHNSON & JOHNSON PC

$41M

INTENTIONAL LIVING FP LLC

NEW BRAUNFELSS, TX

$41M

HERRINGTON WEALTH MANAGEMENT CORPORATION

$41M

LINCH FINANCIAL, LLC

$41M

Get the full picture on CORE CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CORE CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans