CORE CAPITAL MANAGEMENT AND RESEARCH INC.
B56
CRD 146285·SEC 801-72083·HOUSTON, TX
AUM
$298.8M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$896K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $198.5M
'21 · $912.3M
'22 · $990.6M
'23 · $1.21B
'25 · $243.1M
'26 · $298.8M
'20'26
$198.5M → $298.8M▲ +50%
Client mix
| Individuals High Net Worth | 165 |
| Individuals Other | 79 |
| Corporations | 13 |
| Pension Profit Sharing Plans | 6 |
| Charitable Organizations | 6 |
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 3 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
2 advisors → 4 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.