Core Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,510,490
Clients
26
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$481,173
About
Core Capital Management is a small independent advisory firm that manages about $12.5 million across roughly 26 client relationships. The firm provides discretionary investment management, wealth management, financial planning, and retirement plan/pension consulting to individuals, families, trusts, nonprofit organizations, and corporate plan sponsors.
Investment programs are implemented through tailored investment policy statements and active asset-allocation strategies that may include equities, fixed income, ETFs, mutual funds, alternatives, and outside managers. The firm discloses that it may use derivatives and option strategies (including short sales and margin) in separately managed accounts — a practice that is uncommon among peer independent advisers — and it supplements research with third‑party sources and technology tools, including AI, while retaining human fiduciary oversight.
Distinctive features include the firm’s explicit pension consulting and retirement-plan services and its advisers’ capacity to act as licensed insurance producers to implement insurance solutions, arrangements the firm discloses and addresses through its code of ethics and client disclosures. The brochure also documents affiliate business interests and enhanced cybersecurity and Regulation S‑P preparedness, all of which the firm says are managed through oversight, disclosure, and policies intended to mitigate potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Active portfolio management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees typically range from $2,500 to $10,000 for financial planning services
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
$400 per hour for financial planning and consulting
Account minimum: $750,000 Fee-only: Hourly fee of $400 per hour; fixed fee ranges from $2,500 to $10,000 for financial planning services
Main office location
Core Capital Management, LLC
Huntington Beach CA, United States
Number of offices
1
Most active in
Core Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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