Houston, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Core Capital Management and Research Inc.
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Firm-wide stats for Core Capital Management and Research Inc.
About
Core Capital Management & Research serves individuals (including high net worth clients), trusts, estates, charitable organizations and business entities, offering discretionary and non‑discretionary portfolio management, asset allocation, investment selection, and ongoing portfolio monitoring. The firm also provides standard financial planning and investment policy services commonly offered by similarly sized advisory teams.
CCMR’s investment process combines charting, fundamental, technical and cyclical analysis and implements a range of strategies from long‑term buy‑and‑hold to short‑term trading, including short sales and option writing (covered and uncovered) and spreading strategies. Accounts are typically reviewed quarterly (or at least annually) with routine portfolio rebalancing and clients receive monthly custodial reporting of performance.
What distinguishes CCMR from many peers is its explicit disclosure and use of derivatives strategies (options and short sales) in client portfolios and its clearing/execution relationships with Interactive Brokers and Charles Schwab, which the brochure identifies as the firms that clear and execute client trades. The brochure also shows the firm manages about $298.8 million with a near‑even split between discretionary and non‑discretionary assets and cites corporate rating services and the SEC adviser profile as research and disclosure channels, indicating a mix of external research use and public transparency that is less common among similar teams.
Location
3401 Allen Parkway
Houston TX 77019
Advisors at this office
2
Advisors at this office
John B
Series 65
Houston, TX
Core Capital Management and Research Inc.
John Barry is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Core Capital since 2016 and also serves as Vice President of Marketing at BMC Software, Inc., a non-investment role he has held since 1999. Additionally, Barry is President of JB3 Marketing Group, a marketing and insurance sales business he founded in 2008. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment strategies, which include long- and short-term purchases, trading, short sales, option writing, and futures.
Louis P
Series 63, Series 65
Houston, TX
Core Capital Management and Research Inc.
Louis Pelz Jr. is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, with 28 years of industry experience. He has been with Core Capital since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a general partner in Pelz Family LP, an asset holding and leasing company. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and offers strategies including long- and short-term purchases, short sales, option writing, and futures.
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