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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

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 typeClientsAUM
OtherFewer than 5$1.1M
High net worth individuals248$516.4M
Pension and profit sharing plans34$60.6M
Individuals (other than high net worth individuals)504$144.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.