MOUNT OLIVE, NJCRD 154623Latest ADV February 24, 2026
Black Coral Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Olive, NJ. Its latest Form ADV filing, dated February 24, 2026, reports $504M in regulatory assets under management, 6 employees, 3 offices, and 785 accounts.
Assets Under Management
$504M
Employees
6
Offices
3 offices
Total Clients
88
Primary office
MOUNT OLIVE, NJ
350 CLARK DRIVE, SUITE 320, MOUNT OLIVE, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
88
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$504Mas of February 24, 2026
Discretionary64.9%
$327M
65% of total RAUM64.9%
Non-discretionary35.1%
$177M
35% of total RAUM35.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$504M
Total Accounts785
10Y AUM Change+$94M (+23.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee15:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.