CORE CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$41.1M
Discretionary
$0
0% of AUM
Avg account
$467K
Accounts
88
Employees
1
Advisory reps
1

Firm details

Headquarters
THE WOODLANDS, Texas
CRD number
120678
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI69.76%
  • Individuals30%
  • Charitable Organizations0.19%
  • Corporations / Businesses0.06%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Core Capital Management, LLC is a small, privately held advisory firm that provides portfolio management primarily for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports a client mix that includes both individual/family and institutional relationships. Core Capital does not identify itself as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or capital allocator according to the available filing. The firm’s classification is unclassified and the year of SEC registration is not provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 8%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents8%

Contacts

1 of 1
  • DAVID CHARLAFF

    Managing DirectorCRD 1164793

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

THE WOODLANDS, TX

MONTGOMERY

Location

THE WOODLANDS, TX

Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
MONTGOMERY
Address
2 S Lakemist Harbour Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth