Core Capital Management and Research Inc.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 146285
- Registered since
- January 3, 2011
- Website
- ccmr.io
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI40.8%
- Charitable Organizations31.38%
- Corporations / Businesses15.72%
- Pension & Profit Sharing Plans7.28%
- Individuals4.82%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Core Capital Management and Research Inc. is an independent registered investment adviser incorporated and SEC-registered in 2011. The firm operates as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include percentage-of-AUM billing and fixed fees. Its advisory scope covers financial planning, portfolio management for individuals, small businesses and institutions, selection of outside advisers, and educational seminars or workshops. The firm is also registered to effect other financial product sales, and it reports that it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds16%
- Cash & Cash Equivalents7%
- State & Local Bonds1%
- Derivatives1%
Owners & executives
1 of 1
Louis Pelz
Founder & CIOCRD 1909087
Contacts
2 of 2
John Barry
Senior PartnerCRD 6172811
Gregory Hadley
Financial AdvisorCRD 2139748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$60M in ETFs
99%
$59.5M
0%
$540K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $15.8M | 192,124 | 26.25% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 3401 Allen Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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