# Louis Pelz

> Louis Pelz is a fee-only financial advisor at Core Capital Management and Research in Houston, Texas. Core Capital Management and Research reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/louis-pelz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Core Capital Management and Research
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $298.8M across 269 accounts
- **CRD:** 1909087 (https://adviserinfo.sec.gov/individual/summary/1909087)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1993), Series 65 (1997)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://ccmr.io

## Frequently asked questions

### Is Louis Pelz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Core Capital Management and Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Louis charge for financial advice?

Louis's firm, Core Capital Management and Research, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Louis Pelz based?

Louis Pelz is based in Houston, Texas.

### Is Louis Pelz registered with the SEC?

Yes. Louis Pelz is registered as an investment adviser representative in CA and TX (CRD 1909087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Core Capital Management and Research manage?

Core Capital Management and Research reports $298.8M across 269 accounts in assets under management.

### How do I contact Louis Pelz?

Through Louis's website, ccmr.io.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1909087): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.