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CORA CAPITAL ADVISORS

CORA CAPITAL ADVISORS LLC

CRD 318134 · SEC 801-123101

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4 EVES DRIVE, SUITE B100, MARLTON, NJ, 08053, United States

Phone

856-513-8600

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$722.9M

Discretionary AUM

$662.3M

Team

13 total employees; 8 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals504$144.7M
High net worth individuals248$516.4M
Pension/profit sharing plans34$60.6M

States served

CA, CO, DE, IL, MD, NE, NJ, NY, NC, PA, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD