CORE CAPITAL MANAGEMENT AND RESEARCH INC.

CORE CAPITAL MANAGEMENT AND RESEARCH INC. of HOUSTON, TX is an SEC-registered investment adviser (CRD 146285). Regulatory assets under management: $298.8M.

Registration

• CRD: 146285
• SEC file number: 801-72083
• Type: Registered investment adviser
• Location: 3401 ALLEN PARKWAY, HOUSTON, TX, 77019
• Phone: 713-864-4300
• Latest filing: 2026-03-30
• Regulatory AUM: $298.8M
• Discretionary AUM: $152.2M
• Non-discretionary AUM: $146.5M
• Clients: 4
• Accounts: 269

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146285 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search