$657.2K Total AUM
$657.2K Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
17 yrs Firm Age
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- Custodian
- Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-28-2009
- Office Locations
- 1
Office Locations
3060 Peachtree Road Suite 1890 Atlanta GA
About Core Capital Markets, LLC
CORE Capital Markets, LLC is an Atlanta-based investment firm focused on evidence-based portfolio construction grounded in capital markets science, with a long history implementing the Dimensional Fund Advisors approach (31 years; 16 years under CORE Capital). It supports financial advisors with diversified, risk-aware strategies and business-building guidance alongside asset management and financial planning.
Team overview
-- AVG AGE
$657.2K AVG AUM / ADVISOR
$657.2K AVG AUM / CLIENT
17.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KENNETH WHITNEY BROWN
Managing Member, President
- CRD
- #2620429
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $657,190 | -- |
| Non-Discretionary | $0 | -- |
| Total | $657,190 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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