$12.5M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2007
- Office Locations
- 1
Office Locations
-- Huntington Beach CA
About Core Capital Management, LLC
Core Capital Management is an independent, fee-based fiduciary RIA (est. 2007) serving families, business owners, and executives with investment management, private wealth management, and comprehensive financial planning (retirement, education, estate protection). Portfolios are primarily implemented with ETFs. Led by Kyle Scrimgeour, CCM also hosts periodic educational events and offers in-person or Zoom meetings.
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$481.2K AVG AUM / CLIENT
19 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Legacy Meridian bridge Insight Pioneer Fusion Horizon quantum Meridian Beacon Ember optima
Client Personas
Ridge
Investment Themes
Radial pioneer North Beacon quantum Pioneer peak
Investment Vehicles
Element Pathway
Services
Insight Catalyst capital Catalyst Meridian unison Meridian Summit optima Delta focus Prime Atlas focus Alpha beacon Vertex ember
Owner & Executives
DONALD KYLE SCRIMGEOUR
Chief Executive Officer, PRINCIPAL
- CRD
- #4587400
- Ownership
- 75% or more
(444) 982-3999
summit.foundation@atlascapital.com
in linkedin.com/in/atlas-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,510,490 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,510,490 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,510,490
Equity - Exchange:
21.8% Cash:
37.8% Municipal Bonds:
40.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,251,000,431 | 21.8% |
| Cash | $2,169,165,885 | 37.8% |
| Municipal Bonds | $2,318,367,771 | 40.4% |
| Total | $5,738,534,087 | 100.0% |