$41.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-20-2001
- Office Locations
- 1
Office Locations
2 South Lakemist Harbour Place THE Woodlands TX
About Core Capital Management, LLC
Core Capital Management is a Texas-based investment firm offering alternative investment services and risk-defined active strategies built on proprietary scientific research. The firm is known for hedge fund and complex portfolio expertise, serves retail and institutional clients, and builds portfolios that are predominantly ETF-based, with custody via Charles Schwab.
Team overview
-- AVG AGE
$41.1M AVG AUM / ADVISOR
$720.3K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Vector radial Beacon summit Legacy
Custodian
Summit frontier
Services
Wave
Owner & Executives
D
DAVID STEPHEN CHARLAFF
Managing Member
- CRD
- #1164793
- Ownership
- 75% or more
(267) 405-9701
vertex.horizon@focuscapital.com
in linkedin.com/in/prime-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $41,055,513 | -- |
| Total | $41,055,513 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,055,513
Equity - Exchange:
76.6% Cash:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,522,575,437 | 76.6% |
| Cash | $1,076,087,014 | 23.4% |
| Total | $4,598,662,451 | 100.0% |