# Coral Reef Advisors LLC

> Coral Reef Advisors LLC is a state-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 328929
- Filed as: CORAL REEF ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ponte Vedra Beach, FL
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328929
- AdvisorCensus page: https://advisorcensus.com/firm/coral-reef-advisors-llc-ponte-vedra-beach-fl-328929

## Quick answers

**How is Coral Reef Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coral Reef Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coral Reef Advisors LLC located?**
Coral Reef Advisors LLC's principal office is in Ponte Vedra Beach, FL, according to its Form ADV.

**Is Coral Reef Advisors LLC registered with the SEC or a state?**
Coral Reef Advisors LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328929.

**How much does Coral Reef Advisors LLC manage?**
Coral Reef Advisors LLC reports $79,769,447 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Coral Reef Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (3).

**Does Coral Reef Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328929

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $79,769,447
- Discretionary: $79,769,447
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $218,221 |
| High net worth individuals | 12 | $79,551,226 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coralreefadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coral Reef Advisors LLC (CRD 328929): Form ADV filing data as of October 2026.