A complete list of active advisors currently associated with Core Capital Management, LLC

Warmer can help you find a great advisor at Core Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Core Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.