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 $1,237,731,797 in 167 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,238
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $7,411,568
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, TX

Financial Advisors at Core Capital Management And Research Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John J. Barry
CRD#: 6172811
3401 Allen Parkway, Houston, TX 77019

John Barry (CRD# 6172811) is an Investment Advisor Representative working at Core Capital Management And Research Inc. in Houston, TX and has over 11 years of experience in the finance industry.

2
Gregory A. Hadley
CRD#: 2139748
3401 Allen Parkway, Houston, TX 77019

Gregory Hadley (CRD# 2139748) is an Investment Advisor Representative working at Core Capital Management And Research Inc. in Houston, TX and has over 13 years of experience in the finance industry.

3
Louis J. Pelz
CRD#: 1909087
3401 Allen Parkway, Houston, TX 77019

Louis Pelz (CRD# 1909087) is an Investment Advisor Representative working at Core Capital Management And Research Inc. in Houston, TX and has over 30 years of experience in the finance industry.

4
Katharine K. Patrick
CRD#: 7818592
3401 Allen Parkway, Houston, TX 77019

Katharine Patrick (CRD# 7818592) is an Investment Advisor Representative working at Core Capital Management And Research Inc. in Houston, TX and has 1 year of experience in the finance industry.

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