Black Coral Financial Advisors LLC

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Assets, Funds, Holdings

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Black Coral Financial Advisors LLC
CRD #154623
SEC #801-73107
CIK #
AUM 504.4 M (2026-02-24)
Employees 6 (67% Investors, 0% Brokers)
Phone973-352-8600
Address350 Clark Drive
Mount Olive, NJ 07828
Source [IAPD] [Website]
Total AUM ($M)
100080060040020002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 88 504.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 785 504.4
By Discretionary
Discretionary 309 327.4
Non-Discretionary 476 177.0
Total 785 504.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 504.4
Total 785 504.4
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients17 (2 non-US)
ServesInstitutional, Retail, Research
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