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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CORA Capital Advisors LLC
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|---|---|
| CRD # | 318134 |
| SEC # | 801-123101 |
| CIK # | 0001964530 |
| AUM | $587.5 M (2025-02-24) |
| Employees | 11 (64% Investors, 55% Brokers) |
| Phone | 856-513-8600 |
| Address | 4 Eves Drive Marlton, NJ 08053 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.0 | ||
| Microsoft Corp | 4.1 | ||
| Amazon Com Inc | 3.2 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Nvidia Corp | 1.9 | ||
| Procter & Gamble Co | 1.4 | ||
| VISA Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 104.8 |
| (b) Individuals (high net worth individuals) | 211 | 429.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 50.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,755 | 587.5 |
| By Discretionary | ||
| Discretionary | 1,724 | 536.9 |
| Non-Discretionary | 31 | 50.6 |
| Total | 1,755 | 587.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 587.5 | |
| Total | 1,755 | 587.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964530] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hennion & Walsh Asset Management Inc
✚
|
NJ | 0.6 |
|
Jacobson & Schmitt Advisors LLC
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WI | 0.6 |
|
Siharum Advisors LLC
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|
MA | 0.6 |
|
Ballast Advisors LLC
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|
MN | 0.6 |
|
Scissortail Wealth Management LLC
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OK | 0.6 |
|
Arbor Wealth Advisors LLC
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|
MI | 0.6 |
|
The Helmstar Group LLC
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|
ID | 0.6 |
|
Wambolt & Associates LLC
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|
CO | 0.6 |
|
Atwater Malick LLC
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|
PA | 0.6 |
|
Stolper & Company
✚
|
CA | 0.6 |