CORE CAPITAL MANAGEMENT AND RESEARCH INC.
CRD #146285 SEC #801-72083 HOUSTON, TX 713-864-4300
SEC Registered
Total AUM
$243.1M
Discretionary
$138.6M
Employees
4
Clients
10
Accounts
221
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $243.1M | $138.6M | $104.6M | 4 | 6 |
| Jul 2024 | $1.3B | $100.9M | $1.2B | 4 | 0 |
| Mar 2024 | $1.3B | $100.9M | $1.2B | 4 | 0 |
| Nov 2023 | $1.2B | $91M | $1.1B | 3 | 167 |
| May 2023 | $1.2B | $91M | $1.1B | 3 | 167 |
| Mar 2023 | $1.2B | $91M | $1.1B | 3 | 167 |
| Jul 2022 | $1.2B | $65.3M | $1.1B | 3 | 138 |
| Mar 2022 | $1.2B | $65.3M | $1.1B | 5 | 138 |
| Jul 2021 | $990.6M | $49.8M | $940.8M | 5 | 65 |
| Mar 2021 | $990.6M | $49.8M | $940.8M | 5 | 65 |
| Nov 2020 | $912.3M | $44.6M | $867.7M | 2 | 65 |
| Sep 2020 | $912.3M | $44.6M | $867.7M | 2 | 65 |
| Mar 2020 | $912.3M | $44.6M | $867.7M | 2 | 65 |
| Mar 2019 | $198.5M | $33.9M | $164.6M | 2 | 65 |
| Mar 2018 | $932.9M | $31.7M | $901.1M | 1 | 60 |
| Apr 2017 | $911M | $21.4M | $889.6M | 1 | 26 |
| Aug 2016 | $612.4M | $14.7M | $597.7M | 1 | 26 |
| Mar 2016 | $612.4M | $14.7M | $597.7M | 1 | 26 |
| Mar 2015 | $651.1M | $13M | $638.1M | 0 | 26 |
| Mar 2014 | $534.1M | $10.8M | $523.3M | 0 | 26 |
| Feb 2014 | $461.8M | $8.3M | $453.5M | 0 | 26 |
| Apr 2013 | $461.8M | $8.3M | $453.5M | 0 | 26 |
| Mar 2012 | $462.1M | $8.6M | $453.5M | 1 | 26 |
| Dec 2010 | $370M | $13M | $357M | 5 | -- |
DateApr 2025
Total AUM$243.1M
Discretionary$138.6M
Non-Disc.$104.6M
Employees4
Clients6
DateJul 2024
Total AUM$1.3B
Discretionary$100.9M
Non-Disc.$1.2B
Employees4
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$100.9M
Non-Disc.$1.2B
Employees4
Clients0
DateNov 2023
Total AUM$1.2B
Discretionary$91M
Non-Disc.$1.1B
Employees3
Clients167
DateMay 2023
Total AUM$1.2B
Discretionary$91M
Non-Disc.$1.1B
Employees3
Clients167
DateMar 2023
Total AUM$1.2B
Discretionary$91M
Non-Disc.$1.1B
Employees3
Clients167
DateJul 2022
Total AUM$1.2B
Discretionary$65.3M
Non-Disc.$1.1B
Employees3
Clients138
DateMar 2022
Total AUM$1.2B
Discretionary$65.3M
Non-Disc.$1.1B
Employees5
Clients138
DateJul 2021
Total AUM$990.6M
Discretionary$49.8M
Non-Disc.$940.8M
Employees5
Clients65
DateMar 2021
Total AUM$990.6M
Discretionary$49.8M
Non-Disc.$940.8M
Employees5
Clients65
DateNov 2020
Total AUM$912.3M
Discretionary$44.6M
Non-Disc.$867.7M
Employees2
Clients65
DateSep 2020
Total AUM$912.3M
Discretionary$44.6M
Non-Disc.$867.7M
Employees2
Clients65
DateMar 2020
Total AUM$912.3M
Discretionary$44.6M
Non-Disc.$867.7M
Employees2
Clients65
DateMar 2019
Total AUM$198.5M
Discretionary$33.9M
Non-Disc.$164.6M
Employees2
Clients65
DateMar 2018
Total AUM$932.9M
Discretionary$31.7M
Non-Disc.$901.1M
Employees1
Clients60
DateApr 2017
Total AUM$911M
Discretionary$21.4M
Non-Disc.$889.6M
Employees1
Clients26
DateAug 2016
Total AUM$612.4M
Discretionary$14.7M
Non-Disc.$597.7M
Employees1
Clients26
DateMar 2016
Total AUM$612.4M
Discretionary$14.7M
Non-Disc.$597.7M
Employees1
Clients26
DateMar 2015
Total AUM$651.1M
Discretionary$13M
Non-Disc.$638.1M
Employees0
Clients26
DateMar 2014
Total AUM$534.1M
Discretionary$10.8M
Non-Disc.$523.3M
Employees0
Clients26
DateFeb 2014
Total AUM$461.8M
Discretionary$8.3M
Non-Disc.$453.5M
Employees0
Clients26
DateApr 2013
Total AUM$461.8M
Discretionary$8.3M
Non-Disc.$453.5M
Employees0
Clients26
DateMar 2012
Total AUM$462.1M
Discretionary$8.6M
Non-Disc.$453.5M
Employees1
Clients26
DateDec 2010
Total AUM$370M
Discretionary$13M
Non-Disc.$357M
Employees5
Clients--