CORE CAPITAL MANAGEMENT AND RESEARCH INC.
SEC RegisteredAward winning investment management and world class client service.
About the firm
For more than 25 years, Core Capital Management & Research has provided peace of mind for investors who seek competent, credible, and transparent investment management. The firm objectively examines the entire universe of stocks listed on the NASDAQ, AMEX, and NYSE to select stocks based on a strict criteria of factors proven to have predictable success based on over 50 years of historical data. Core Capital is a fee-only investment management firm recognized for excellence by the Houston Business Journal, Five-Star Manager Award, Who's Who in America, and the Wall Street Journal's Houston's Premier Financial Advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only investment management, including individualized portfolio construction, retirement accounts and IRA rollovers, trust fund management, family office management, institutional investment management, and company retirement plans/401(k), with ongoing concierge-style service and investment discipline guidance.
Who they serve
Discerning individual investors, as well as institutional clients including individual and joint account holders, retirement account holders, trust funds, family offices, institutions and businesses, charitable organizations, foundations, endowments, and company retirement plans/401(k).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 79 | $14M |
| High Net Worth Individuals | 165 | $122M |
| Charitable Organizations | 6 | $22M |
| State/Municipal Entities | 6 | — |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 0.10% |
| All Assets | 3.00% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORE CAPITAL MANAGEMENT AND RESEARCH INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched