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 an independent Registered Investment Adviser operating as a limited liability company that provides portfolio management primarily to individuals, small businesses and some institutional clients. The firm charges fees as a percentage of assets under management and reports portfolio management as its core advisory activity. It is not positioned as a capital allocator and does not identify as an active ESG investor or pension consultant. Regulatory details recorded in the snapshot are limited; the firm is owned by a domestic entity and/or individual and is not listed as a multi-state or newly formed adviser in the provided data. The firm's reported model emphasizes advisory relationships rather than delegated capital commitments to third-party private managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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