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| CORA Capital Advisors LLC
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|
|
|---|---|
| CRD # | 318134 |
| SEC # | 801-123101 |
| CIK # | 0001964530 |
| AUM | $463.4 MM (2023-03-27) |
| Employees | 10 (70% Investors, 60% Brokers) |
| Phone | 856-513-8600 |
| Address | 4 Eves Drive Marlton, NJ 08053 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.6 | |
| MSFT | 1,918,222.4 | 2.4 | |
| UPS | 157,208.0 | 1.9 | |
| AMZN | 1,092,997.8 | 1.4 | |
| PG | 338,108.9 | 1.4 | |
| JPM | 340,169.2 | 1.1 | |
| V | 419,260.5 | 1.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 572 | 135.1 |
| (b) Individuals (high net worth individuals) | 84 | 294.2 |
| (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 | 28 | 34.1 |
| (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 | 1,475 | 463.4 |
| By Discretionary | ||
| Discretionary | 1,447 | 429.3 |
| Non-Discretionary | 28 | 34.1 |
| Total | 1,475 | 463.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.4 | |
| Total | 1,475 | 463.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964530] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
EagleClaw Capital Management LLC
✚
|
MA | 0.5 |
|
WMG Financial Advisors LLC
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|
TN | 0.5 |
|
RTW Financial Advisors Inc
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TX | 0.5 |
|
Skinner Copper & Ehmen Wealth Management LLC
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IL | 0.5 |
|
Prestige Wealth Management Group LLC
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|
NJ | 0.5 |
|
MMA Asset Management LLC
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|
PA | 0.5 |
|
Demming Financial Services Corp
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|
OH | 0.5 |
|
Wealthgate Family Office LLC
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|
CO | 0.5 |
|
Allium Financial Advisors LLC
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|
OR | 0.5 |
|
Butensky & Cohen Financial Security Inc
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|
FL | 0.5 |