Core Capital Management and Research Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 30, 2026, reports $299M in regulatory assets under management, 4 employees, and 269 accounts.
Top client segmentHNWI represent 61.3% of total clients.
Top client categories% of clientsClients
1
HNWI
61.3%
165
2
Individuals
29.4%
79
3
Corporations
4.8%
13
4
Pension Plans
2.2%
6
5
Charitable
2.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of March 30, 2026
Discretionary50.9%
$152M
51% of total RAUM50.9%
Non-discretionary49.1%
$147M
49% of total RAUM49.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$299M
Total Accounts269
10Y AUM Change$-612M (-67.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee67:1
10Y Employee Change+3 (+300.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.