# Cora Capital Advisors

> Cora Capital Advisors is an SEC-registered investment advisory firm in Marlton, NJ, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 318134
- Filed as: CORA CAPITAL ADVISORS
- Legal name: Cora Capital Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marlton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318134
- AdvisorCensus page: https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134

## Quick answers

**How is Cora Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Cora Capital Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Cora Capital Advisors charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: $1,500 to $7,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cora Capital Advisors located?**
Cora Capital Advisors' principal office is in Marlton, NJ, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Cora Capital Advisors registered with the SEC or a state?**
Cora Capital Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318134.

**How much does Cora Capital Advisors manage?**
Cora Capital Advisors reports $722,898,670 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (92% discretionary).

**How have Cora Capital Advisors' assets and staff changed since 2022?**
In the Form ADV data for Cora Capital Advisors: Regulatory assets under management: $294,600,000 in the October 2022 data and $722,898,670 in the October 2026 data, up 145%. Total employees: 8 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cora Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (504); high net worth individuals (248); pension and profit sharing plans (but not the plan participants or government pension plans) (34).

**Which custodians does Cora Capital Advisors use?**
Cora Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cora Capital Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318134

**What changed in Cora Capital Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $587,524,745 to $722,898,670 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Flat fee: $1,500 to $7,500 (financial planning services)

> CCA may offer financial planning services for a fixed project-based fee ranging from $1,500 to $7,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $722,898,670
- Discretionary: $662,296,588
- Non-discretionary: $60,602,082

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 504 | $144,700,731 |
| High net worth individuals | 248 | $516,434,751 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 34 | $60,642,083 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,121,105 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 13 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DE, FL, IL, MD, NC, NE, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fort Washington, PA
- Oakbrook Terrace, IL

### Websites listed on Form ADV (Item 1.I)
- [coracap.com](https://coracap.com)
- Facebook @CORA-Capital-Advisors-108141654004830
- LinkedIn @cora-capital-advisors
- X @capitalcora
- YouTube @UCtEzUKIrB9nZhdsAMLo--Tg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $294,600,000 | 8 | August 15, 2022 |
| October 2023 | $463,444,628 | 10 | March 27, 2023 |
| October 2024 | $512,961,585 | 11 | August 21, 2024 |
| October 2025 | $587,524,745 | 11 | February 24, 2025 |
| October 2026 | $722,898,670 | 13 | March 23, 2026 |

Regulatory assets under management: $294,600,000 in the October 2022 data and $722,898,670 in the October 2026 data, up 145%.
Total employees: 8 in October 2022 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $587,524,745 to $722,898,670 (+23%).

### January 2026
- No longer registered or notice-filed in OH.

### December 2025
- Registered or notice-filed in IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cora Capital Advisors (CRD 318134): Form ADV filing data as of October 2026.