Cora Capital Advisors
Firm details
- Headquarters
- Marlton, New Jersey
- CRD number
- 318134
- Registered since
- January 21, 2022
- Website
- coracap.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.44%
- Individuals20.02%
- Pension & Profit Sharing Plans8.39%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cora Capital Advisors is an independent registered investment adviser organized as an LLC that provides planning and portfolio management for individuals, small businesses and institutional clients. The firm is SEC-registered (registration effective 2022) and offers both percentage-of-AUM and fixed-fee arrangements. Service capabilities listed in regulatory filings include financial planning, discretionary portfolio management, pension consulting and the selection of other advisers. Cora identifies as a capital allocator that does not emphasize ESG integration in its investment process.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$322M in ETFs
76%
$246M
17%
$76M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $44.7M | 63,839 | 13.89% |
Location
Marlton, NJ
Burlington
Location
Marlton, NJ
Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 4 Eves Dr
- Time zone
- ET (UTC-5)
- Office locations
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