Louis Pelz
Core Capital Management and Research · Houston, Texas
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.
Request an introduction to Louis →
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 | $298.8M across 269 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1909087 |
| Exams passed | Series 63 (1993) · Series 65 (1997) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | ccmr.io |
| Profile |
How Louis's firm compares
- Core Capital Management and Research's average account is about $1.1 million, from its Form ADV (assets managed divided by 269 accounts).
Request an introduction to Louis
Tell Louis a little about what you're looking for. Louis isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Louis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.