Core Capital Management, LLC

Overview

Core Capital Management, LLC is an independent, individual-owned registered investment adviser that serves a small roster of individual and family clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting, with insurance brokerage services offered alongside investment advice. Investment activity shows a clear equity preference: the firm allocates the vast majority of client assets to exchange-traded equities, using both exchange-traded funds and listed stocks as primary building blocks. Core Capital Management is not positioned as a capital allocator; instead it accesses outside managers and pooled vehicles when clients need exposure beyond public markets. The firm is not an active ESG investor and operates from a single-office model rather than a multi-state platform.

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Public Holdings

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Location & Offices