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| CORA Capital Advisors LLC
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|---|---|
| CRD # | 318134 |
| SEC # | 801-123101 |
| CIK # | 0001964530 |
| AUM | $722.9 M (2026-03-23) |
| Employees | 13 (62% Investors, 23% Brokers) |
| Phone | 856-513-8600 |
| Address | 4 Eves Drive Marlton, NJ 08053 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.7 | ||
| Microsoft Corp | 3.5 | ||
| Amazon Com Inc | 3.4 | ||
| Nvidia Corp | 2.8 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Alphabet Inc | 1.8 | ||
| Advanced Micro Devices Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 504 | 144.7 |
| (b) Individuals (high net worth individuals) | 248 | 516.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 60.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,035 | 722.9 |
| By Discretionary | ||
| Discretionary | 2,002 | 662.3 |
| Non-Discretionary | 33 | 60.6 |
| Total | 2,035 | 722.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 722.9 | |
| Total | 2,035 | 722.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964530] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith & Howard Wealth Management LLC
✚
|
GA | 0.7 |
|
Woodstock Wealth Management Inc
✚
|
GA | 0.7 |
|
Renaissance Investment Group LLC
✚
|
MA | 0.7 |
|
Bright Financial Advisors Inc
✚
|
MI | 0.7 |
|
The Patten Group Inc
✚
|
TN | 0.7 |
|
Parker Investment Management LLC
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|
0.7 | |
|
Colton Groome Financial Advisors LLC
✚
|
NC | 0.7 |
|
Wealthstar Advisors LLC
✚
|
TX | 0.7 |
|
Clear Creek Wealth Management LLC
✚
|
CO | 0.7 |
|
JMAC Enterprises LLC
✚
|
PA | 0.7 |