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CORA CAPITAL ADVISORS

MARLTON, NJ · CRD 318134 · IAPD ↗ · coracap.com · 856-513-8600

$722.9MRegulatory AUM
8Advisory reps
13Employees
0Clients
11-25Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — CORA CAPITAL ADVISORS notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — CORA CAPITAL ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
September 2024 — CORA CAPITAL ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — CORA CAPITAL ADVISORS notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — CORA CAPITAL ADVISORS crossed $500M in regulatory AUM ($463.4M -> $513.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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