CORA CAPITAL ADVISORS

RIASEC RegisteredEst. 2022

Total AUM

$723M

Discretionary

$662M

92% of AUM

Avg account

$355K

Accounts

2,035

Employees

Advisory reps

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

FINTRX

Overview

Cora Capital Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm acts as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include percentage-of-AUM and fixed-fee engagements. Core advisory services are financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Cora does not identify as an active ESG investor. The firm’s business model emphasizes outsourcing to outside managers when appropriate: it combines public funds and mutual funds with allocations to external alternative managers. It lists accountants and insurance companies among its industry affiliations, which suggests it coordinates with other professional service providers as part of client planning and implementation.