$298.8M Total AUM
$152.2M Disc. AUM
-31.7% 3Y CAGR
4 Employees
279 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-07-2008
- Office Locations
- 2
Office Locations
3401 Allen Parkway Houston TX
-- Wilmette IL
About Core Capital Management AND Research Inc.
Core Capital Management AND Research Inc. is a Houston-based RIA with 2 offices. The firm has been operating for 18 years. Managing $298.8M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
54 AVG AGE
$74.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
L
LOUIS JOHN PELZ JR
Chief Compliance Officer, Managing Director, President
- CRD
- #1909087
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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J
JOHN JAMES BARRY III
Director
- CRD
- #6172811
Available
Available
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G
GREGORY ANTHONY HADLEY
Investment Advisor Representative
- CRD
- #2139748
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,214,112 | $587,699 |
| Non-Discretionary | $146,541,493 | $14,654,149 |
| Total | $298,755,605 | $1,110,616 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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