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CORE CAPITAL MANAGEMENT AND RESEARCH INC.
CRD 146285File 801-72083
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$298.8M
Below cohort median (national)
Discretionary AUM
$152.2M
Non-discretionary $146.5M
Clients
269
269 accounts
Employees
4
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 3, 2011
- Principal office
- 3401 ALLEN PARKWAY, HOUSTON, TX, 77019
- Phone
- 713-864-4300
- Website
- HTTP://CCMR.IO
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $298.8M
- Discretionary AUM
- $152.2M
- Non-discretionary AUM
- $146.5M
- Discretionary accounts
- 259
- Non-discretionary accounts
- 10
- Total accounts
- 269
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $47.0M |
| Charitable organizations | 6 | $93.8M |
| High net worth individuals | 165 | $121.9M |
| Pension and profit sharing plans | 6 | $21.7M |
| Individuals (other than high net worth individuals) | 79 | $14.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 221 | 269 | increased by48 |
| Apr 1, 2026 | AUM | $243,122,403 | $298,755,605 | increased by$55,633,202 |
| Apr 1, 2026 | Accounts | 221 | 269 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 138 | 221 | increased by83 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,209,465,774 | $243,122,403 | decreased by$966,343,371 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 137 | 221 | increased by84 |
| Aug 1, 2022 | Employees | 5 | 3 | decreased by2 |
| Apr 1, 2022 | Clients | 81 | 138 | increased by57 |
| Apr 1, 2022 | AUM | $990,614,133 | $1,209,465,774 | increased by$218,851,641 |
| Apr 1, 2022 | Accounts | 79 | 137 | increased by58 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.