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 $612,416,893 in 47 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    612
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $13,030,147
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.

CA, FL, LA, MD, MN, TX

Financial Advisors at Core Capital Management And Research Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Louis J. Pelz
CRD#: 1909087
5850 San Felipe, Suite 111, Houston, TX 77057
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 23 years of experience in the finance industry.

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