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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 13 | increased by2 |
| Apr 1, 2026 | Clients | 668 | 786 | increased by118 |
| Apr 1, 2026 | AUM | $587,524,745 | $722,898,670 | increased by$135,373,925 |
| Apr 1, 2026 | Accounts | 1,755 | 2,035 | increased by280 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 514 | 668 | increased by154 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $294,600,000 | $587,524,745 | increased by$292,924,745 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 515 | 1,755 | increased by1,240 |
| Aug 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2022 | AUM | $0 | $294,600,000 | increased by$294,600,000 |
| Aug 1, 2022 | Accounts | 0 | 515 | increased by515 |
| Feb 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORA CAPITAL” 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.