


Core Capital Management & Research
Investment Management • Houston, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Houston, Texas, United States |
| Phone number | +17138644300 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Founded | 1997 |
| Employees | 1-10 |
| Socials |
Key Contact at Core Capital Management & Research
Louis Pelz
Founder & CIO
Core Capital Management & Research Email Formats
Core Capital Management & Research uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@ccmrusa.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@ccmrusa.com | 50% |
{first initial}{last name} | jdoe@ccmrusa.com | 50% |
About Core Capital Management & Research
Core Capital Management and Research, Inc. is a privately owned Registered Investment Advisor located in Houston, Texas providing highly personalized concierge service to institutional and private clients. Core Capital has been named one of the top wealth management firms for three years in a row by the Houston Business Journal and has been recognized nationally for the second year in a row as a Five Star Wealth Manager. While most firms offer intuition and speculation on the next hot stock, Core Capital replaces investment bias, emotions and noise with data and evidence based investing in a discpilined strategy for our clients. Working with esteemed financial researchers from around the country, CCMR has analyzed a large sample of data encompassing nearly 50 years of investment history to find evidence of factors that drive returns across all market cycles. Based on the evidence of this research, we systematically apply these predictive factors to objectively select investments to achieve superior long term performance. At Core Capital, we treat our clients with the respect and attention they deserve. Unlike wall-street firms who have paid billions in fees and restitution for malfeasance, Core Capital has been free from all litigation and arbitration. We are accountable directly to our clients, and we trust that our integrity, credibility and experience speak for themselves.
Core Capital Management & Research revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Core Capital Management & Research has 1 employees across 1 departments.
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Number of employees
Funding Data
Core Capital Management & Research has never raised funding before.
Core Capital Management & Research Tech Stack
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Frequently asked questions
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