Cora Capital Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marlton, NJ. Its latest Form ADV filing, dated March 23, 2026, reports $723M in regulatory assets under management, 13 employees, 2 offices, and 2,035 accounts.
Assets Under Management
$723M
Employees
13
Offices
2 offices
Total Clients
786
Primary office
MARLTON, NJ
4 EVES DRIVE, SUITE B100, MARLTON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.1% of total clients.
Top client categories% of clientsClients
1
Individuals
64.1%
504
2
HNWI
31.6%
248
3
Pension Plans
4.3%
34
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$723Mas of March 23, 2026
Discretionary91.6%
$662M
92% of total RAUM91.6%
Non-discretionary8.4%
$61M
8% of total RAUM8.4%
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$723M
Total Accounts2,035
10Y AUM Change+$723M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee60:1
10Y Employee Change+5 (+62.5%)
* 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.