Core Capital Management And Research Inc.

Core Capital Management And Research Inc. (CRD# 146285) is a financial advisory firm headquartered in Houston, TX. They manage $910,996,699 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    911
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $13,596,966
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Core Capital Management And Research Inc.
Showing 1 - 2 of 2 top financial advisors.
1
John J. Barry
CRD#: 6172811
4801 Woodway Dr., 1145w, Houston, TX 77056
93
Wealthminder
score

John Barry (CRD# 6172811) is an Investment Advisor Representative working at Core Capital Management And Research Inc. in Houston, TX and has over 5 years of experience in the finance industry.

2
Louis J. Pelz
CRD#: 1909087
4801 Woodway, Suite 145w, Houston, TX 77056
93
Wealthminder
score

Louis Pelz (CRD# 1909087) is an Investment Advisor Representative working at Core Capital Management And Research Inc. in Houston, TX and has over 24 years of experience in the finance industry.

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