Core Capital Management, LLC
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Overview
Core Capital Management, LLC operates as an advisory company that has its headquarters in Chicago, Illinois. The company has $339.8 million in total assets over four customer accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). Core Capital Management, LLC has a small team, including 4 financial advisors. Core Capital Management, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets such as bonds, options and stocks.
Core Capital Management, LLC administers more than half of the firm's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions for the client's account are made by an investment advisor without requiring the client's authorization. The firm also manages one non-discretionary accounts with a total of $269.0 million in assets. The firm's average account size is $85.0 million. An average advisor at Core Capital Management, LLC oversees about one client account, placing it among the most individualized advisor firms in the country.
The firm's main office is located at 300 N Lasalle St, Chicago, Illinois 60654. The firm is legally permitted to provide services to clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Core Capital Management, LLC by the Numbers
$339.8 million
6
4
$85.0 million
Products and Services
Core Capital Management, LLC offers multiple financial services, which can consist of portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The company does not sell products or offer services aside from investment advice to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice depend on which services the firm provides the client. However, fees charged by the firm may include any combination of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Core Capital Management, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to pooled investment vehicles and corporations. Out of its four customers, Core Capital Management, LLC's biggest client by number of accounts is pooled investment vehicles. Around 50% of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Core Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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