Cora Capital Advisors
Firm details
- Headquarters
- Marlton, New Jersey
- CRD number
- 318134
- Registered since
- January 21, 2022
- Website
- coracap.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.44%
- Individuals20.02%
- Pension & Profit Sharing Plans8.39%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cora Capital Advisors is an independent, SEC-registered investment adviser organized as an LLC and registered in 2022. The firm serves both individual and family clients and institutional accounts, and describes itself as a capital allocator that appoints outside managers when appropriate. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Compensation comes through a combination of percentage-of-assets fees and fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities12%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
3 of 8
Sean Balliet
Financial AdvisorCRD 7625010
James Longo
Financial AdvisorCRD 4542543
Salvatore Cocivera
President, Financial AdvisorCRD 1942283
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$303M in ETFs
77%
$234M
17%
$69.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $43.5M | 63,293 | 14.34% |
Location
Marlton, NJ
Burlington
Location
Marlton, NJ
Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 4 Eves Dr
- Time zone
- ET (UTC-5)
- Office locations
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