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BLACK CORAL FINANCIAL ADVISORS, LLC
CRD 154623File 801-73107
APPROVED
Retail clients
Disclosure events
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$504.4M
Above cohort median (national)
Discretionary AUM
$327.4M
Non-discretionary $177.0M
Clients
88
785 accounts
Employees
6
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 3, 2012
- Principal office
- 350 CLARK DRIVE, SUITE 320, MOUNT OLIVE, NJ, 07828
- Phone
- 973-352-8600
- Website
- HTTP://BLACKCORALFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $504.4M
- Discretionary AUM
- $327.4M
- Non-discretionary AUM
- $177.0M
- Discretionary accounts
- 309
- Non-discretionary accounts
- 476
- Total accounts
- 785
- AUM per client
- $5.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $504.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2026 | Disclosures | No | Yes | |
| Mar 1, 2026 | Clients | 248 | 88 | decreased by160 |
| Mar 1, 2026 | AUM | $936,042,000 | $504,382,000 | decreased by$431,660,000 |
| Mar 1, 2026 | Accounts | 1,956 | 785 | decreased by1,171 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 7 | 5 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 232 | 248 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $752,063,000 | $936,042,000 | increased by$183,979,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,806 | 1,956 | increased by150 |
| Feb 1, 2022 | Employees | 5 | 6 | increased by1 |
| Feb 1, 2022 | Clients | 215 | 232 | increased by17 |
| Feb 1, 2022 | AUM | $592,896,000 | $752,063,000 | increased by$159,167,000 |
| Feb 1, 2022 | Accounts | 1,628 | 1,806 | increased by178 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLACK CORAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLACK CORAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.