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BLACK CORAL FINANCIAL ADVISORS, LLC

MOUNT OLIVE, NJ · CRD 154623 · IAPD ↗ · blackcoralfa.com · 973-352-8600

$504.4MRegulatory AUM
4Advisory reps
6Employees
17Clients
51-100Planning clients
0Private funds
12States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
March 2026 — BLACK CORAL FINANCIAL ADVISORS, LLC reported RAUM down 46% ($936.0M -> $504.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
March 2026 — BLACK CORAL FINANCIAL ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
June 2025 — BLACK CORAL FINANCIAL ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2025 — BLACK CORAL FINANCIAL ADVISORS, LLC added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2024 — BLACK CORAL FINANCIAL ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.