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CORA CAPITAL ADVISORS
Legal name: CORA CAPITAL ADVISORS LLC
CRD 318134File 801-123101
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$722.9M
Above cohort median (national)
Discretionary AUM
$662.3M
Non-discretionary $60.6M
Clients
786
2,035 accounts
Employees
13
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 21, 2022
- Principal office
- 4 EVES DRIVE, SUITE B100, MARLTON, NJ, 08053
- Phone
- 856-513-8600
- Website
- http://coracap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $722.9M
- Discretionary AUM
- $662.3M
- Non-discretionary AUM
- $60.6M
- Discretionary accounts
- 2,002
- Non-discretionary accounts
- 33
- Total accounts
- 2,035
- AUM per client
- $920K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.1M |
| High net worth individuals | 248 | $516.4M |
| Pension and profit sharing plans | 34 | $60.6M |
| Individuals (other than high net worth individuals) | 504 | $144.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

