CORE CAPITAL MANAGEMENT AND RESEARCH INC.

CRD 146285File 801-72083

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$298.8M

Below cohort median (national)

Discretionary AUM

$152.2M

Non-discretionary $146.5M

Clients

269

269 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.