Data / Investment advisers / New Jersey / Cora Capital Advisors
Cora Capital Advisors, Marlton, NJ: $723 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cora Capital Advisors is an SEC registered investment adviser with its main office in Marlton, New Jersey and reports $723 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Cora Capital Advisors (CRD number 318134): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 318134
- SEC file number
- 801-123101
- SEC status
- Approved, effective January 21, 2022
- Legal name
- Cora Capital Advisors LLC
- Main office
- 4 Eves Drive Suite B100, Marlton, NJ 08053
- Phone
- (856) 513-8600
- Website
- coracap.com
- Regulatory AUM
- $722,898,670 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $662,296,588
- Non discretionary AUM
- $60,602,082
- Accounts
- 2,035
- Employees
- 13, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 248 | $516.4 million |
| Individuals (other than high net worth individuals) | 504 | $144.7 million |
| Pension and profit sharing plans | 34 | $60.6 million |
| Corporations or other businesses | Fewer than 5 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $722.9 million | March 23, 2026 |
| December 1, 2025 | $587.5 million | November 18, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Shrewsbury River Capital LP | Red Bank | $757.5 million | 3 | adviserinfo.sec.gov |
| Tilson Financial Group Inc | New Providence | $750.6 million | Not listed | adviserinfo.sec.gov |
| Shorebridge Capital Management, LLC | Summit | $735.1 million | 2 | adviserinfo.sec.gov |
| Axq Capital, LP | Jersey City | $727.1 million | Not listed | adviserinfo.sec.gov |
| Himco, LLC | Morristown | $725.7 million | 24 | adviserinfo.sec.gov |
| Wealth Management Associates, Inc. | Cherry Hill | $717.4 million | Not listed | adviserinfo.sec.gov |
| Empire Financial Management Company, LLC | Holmdel | $706 million | 1 | adviserinfo.sec.gov |
| Blueshift Asset Management | Red Bank | $694.4 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cora Capital Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.