BLACK CORAL FINANCIAL ADVISORS, LLC

Overview

Black Coral Financial Advisors, LLC is an independent registered investment adviser focused on individual and family clients. The firm combines investment management with financial planning services and auxiliary capabilities—acting as an insurance broker and providing accounting-related services. Its advisory offering includes portfolio management for individuals and small businesses, selection of third‑party advisers when needed, and client education through seminars and workshops. The firm charges fees as a percentage of assets under management and also uses fixed-fee engagements, and it operates as a capital allocator—deploying client capital across public markets and select third‑party alternative managers. Investment strategy centers on equity‑first allocation: exchange‑traded equities and ETFs form the bulk of managed assets, used for core exposure and tactical positioning. Black Coral runs a mix of discretionary and non‑discretionary mandates, suggesting they tailor solutions from fully managed SMAs to advisory relationships where clients retain final trade authority. The firm is not an active ESG investor and maintains a focused client base rather than serving institutional pension clients.

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