Core Capital Management, LLC

Core Capital Management is a small independent advisory firm that manages about $12.5 million across roughly 26 client relationships. The firm provides discretionary investment management, wealth management, financial planning, and retirement plan/pension consulting to individuals, families, trusts, nonprofit organizations, and corporate plan sponsors.

Investment programs are implemented through tailored investment policy statements and active asset-allocation strategies that may include equities, fixed income, ETFs, mutual funds, alternatives, and outside managers. The firm discloses that it may use derivatives and option strategies (including short sales and margin) in separately managed accounts — a practice that is uncommon among peer independent advisers — and it supplements research with third‑party sources and technology tools, including AI, while retaining human fiduciary oversight.

Distinctive features include the firm’s explicit pension consulting and retirement-plan services and its advisers’ capacity to act as licensed insurance producers to implement insurance solutions, arrangements the firm discloses and addresses through its code of ethics and client disclosures. The brochure also documents affiliate business interests and enhanced cybersecurity and Regulation S‑P preparedness, all of which the firm says are managed through oversight, disclosure, and policies intended to mitigate potential conflicts of interest.