Core Capital Management and Research is an SEC registered investment adviser located in Houston, Texas. Core Capital Mangement and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Core Capital Management maintains clients. Core Capital Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. 
Core Capital Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Core Capital Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Core Capital Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by Core Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 

For information pertaining to the registration status of Core Capital Management and Research, please contact the SEC or the state securities regulators for those states in which Core Capital Management and Research maintains a notice filing. A copy of Core Capital Management’s current written disclosure statement discussing Core Capital Management’s business operations, services, and fees is available from Core Capital Management and Research upon written request.   You can access all three parts of Core Capital Management & Research’s Form ADV on the SEC Website here.  

Core Capital Management and Research does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Core Capital Management and Research’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


Core Capital Management and Research, Inc. is a privately owned Registered Investment Advisor located in Houston, Texas.

Discerning individual investors, as well as Institutional and Endowment funds value Core Capital for cost-effective, competent, and discreet service.

Core Capital Management & Research offers a direct investment strategy which reduces the cost and fees associated with the multiple intermediaries of consultants and mutual funds. We create individualized, dynamic portfolios specializing in optimizing returns and reducing risk.

If you are looking for an investment advisor with experience and credibility, who offers personal service and account transparency, we would like to visit with you.

An investment Advisor by definition is someone who has superior knowledge of the markets. They will guide their clients through the potential pitfalls of market, economic and political risk, and will give their clients a superior return compared to a passive no fee investment strategy. Every Investment Advisor will tell you they have the best service. Unfortunately, for most investors, the service they have received has been based on marketing, short-term performance obsession, and fee maximization.

What makes Core Capital Management and Research different is simple. We value the client first. Everything we do is client focused. Not transaction based. We value each client equally regardless of account size taking the necessary time to explain all strategies.

Our goal is capital creation. This simply means the client comes before fees, commissions, or special interest. As part of our process, we give each client a complete presentation of our strategy. This includes managing each account separately according to the risk tolerance and time horizon of the client. We are sensitive towards each client’s unique needs leading to a strategy tailored specifically to you.

At Core Capital Management & Research our mission is to help clients preserve, grow, and manage their wealth in order to achieve their financial goals. We have achieved an unequaled standard of excellence in our profession by providing personalized value-added services and we are indispensable to our clients by assisting them in making educated, intelligent financial decisions.