Core Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$40,953,850
Clients
47
Advisors
1
of 1 employees
About
Core Capital Management provides financial planning, consulting, and investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporate/business entities. The firm discloses approximately $41.06 million in assets under management on a non-discretionary basis and tailors engagements through written agreements with clients.
Portfolios are custom-designed rather than drawn from model portfolios, with a primary allocation to individual equities and fixed income and analysis grounded in fundamental, technical, and cyclical methods. The firm conducts ongoing monitoring and typically makes recommendations for client approval, and it also advises on investments held in insurance products and employer-sponsored retirement plans.
Notable features in the brochure include that all reported advisory assets are non-discretionary (zero discretionary AUM) and that the client base explicitly includes charitable and corporate entities, which is less common for solo independent advisers. The firm also discloses that its principal operates an investment newsletter from the same office and describes use of margin and a broad range of investment products, indicating operational flexibility beyond what many peers report.
Client services
Expertise
Fee options
Hourly and/or fixed fees may be offered but no specific amounts provided
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Hourly and/or fixed fees may be offered but no specific amounts provided
Main office
2 South Lakemist Harbour Place
The Woodlands TX 77381
Advisors at this office
1
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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