CORA CAPITAL ADVISORS
CORA CAPITAL ADVISORS LLC Legal Name
Adviser information for CORA CAPITAL ADVISORS last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,608 | $463.8M |
| Non-Discretionary | 34 | $49.2M |
| Total | 1,642 | $513.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 417 | $90.7M |
| HNW Individuals | 202 | $371.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 34 | $49.2M |
| Charitable organizations | <5 | $67,732 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
4 EVES DRIVESUITE B100
MARLTON
NJ
United States
Monday - Friday, BY APPOINTMENT
Tel: 856-513-8600, Fax: None
Chief Compliance Officer
SALVATORE J. COCIVERA
PRESIDENT
4 EVES DRIVE
SUITE B100
MARLTON
NJ
United States
Tel:
856-513-8600
I***@**********M
(Full email address available in API data)
Industry Affiliates
| BARATZ & ASSOCIATES, P.A. | Accountant or accounting firm |
| CORA CAPITAL ASSURANCE LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COCIVERA, SALVATORE, JOHN | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 12/2021 | < 5% |
| CORA CAPITAL GROUP LLC | Domestic Entity | – | MANAGING MEMBER | 12/2021 | > 75% |
| COCIVERA, SALVATORE, JOHN | Individual | CORA CAPITAL GROUP LLC | PRESIDENT | 12/2021 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 246K | 1K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 248K | 818 | – |
| ADVANCED MICRO DEVICES INC | COM | 2M | 13K | – |
| ALPHABET INC | CAP STK CL A | 656K | 4K | – |
| ALPHABET INC | CAP STK CL C | 1M | 6K | – |
| AMARIN CORP PLC | SPONS ADR NEW | 12K | 17K | – |
| AMAZON COM INC | COM | 3M | 14K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 352K | 4K | – |
| AMGEN INC | COM | 334K | 1K | – |
| APPLE INC | COM | 7M | 35K | – |
| ARDELYX INC | COM | 92K | 12K | – |
| ASTRAZENECA PLC | SPONSORED ADR | 326K | 4K | – |
| BANK AMERICA CORP | COM | 252K | 6K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 581K | 1K | – |
| BLACKSTONE INC | COM | 528K | 4K | – |
| CISCO SYS INC | COM | 218K | 5K | – |
| COMCAST CORP NEW | CL A | 762K | 19K | – |
| CONSOLIDATED EDISON INC | COM | 228K | 3K | – |
| COSTCO WHSL CORP NEW | COM | 288K | 339 | – |
| CVS HEALTH CORP | COM | 333K | 6K | – |
| DISNEY WALT CO | COM | 335K | 3K | – |
| ELI LILLY & CO | COM | 852K | 941 | – |
| EXCHANGE TRADED CONCEPTS TRU | BITWISE CRYPTO | 1M | 108K | – |
| EXXON MOBIL CORP | COM | 1M | 9K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 578K | 17K | – |
| HOME DEPOT INC | COM | 502K | 1K | – |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 870K | 9K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 908K | 6K | – |
| INVESCO QQQ TR | UNIT SER 1 | 3M | 6K | – |
| ISHARES INC | MSCI MEXICO ETF | 3M | 48K | – |
| ISHARES INC | MSCI EMRG CHN | 3M | 55K | – |
| ISHARES TR | U S EQUITY FACTR | 26M | 464K | – |
| ISHARES TR | CORE S&P MCP ETF | 1M | 25K | – |
| ISHARES TR | S&P 500 VAL ETF | 229K | 1K | – |
| ISHARES TR | IBONDS DEC 26 | 317K | 13K | – |
| ISHARES TR | ROBOTICS ARTIF | 1M | 35K | – |
| ISHARES TR | IBONDS DEC 25 | 316K | 12K | – |
| ISHARES TR | AGGRES ALLOC ETF | 220K | 3K | – |
| ISHARES TR | SELECT DIVID ETF | 234K | 2K | – |
| ISHARES TR | ISHARES BIOTECH | 262K | 2K | – |
| ISHARES TR | MSCI USA QLT FCT | 6M | 35K | – |
| ISHARES TR | MSCI USA MIN VOL | 3M | 41K | – |
| ISHARES TR | U.S. ENERGY ETF | 264K | 6K | – |
| ISHARES TR | CORE S&P SCP ETF | 2M | 19K | – |
| ISHARES TR | US SML CAP EQT | 5M | 79K | – |
| ISHARES TR | MSCI USA VALUE | 262K | 3K | – |
| ISHARES TR | IBONDS DEC | 320K | 12K | – |
| ISHARES TR | US HOME CONS ETF | 801K | 8K | – |
| ISHARES TR | CORE HIGH DV ETF | 2M | 22K | – |
| ISHARES TR | IBONDS DEC 27 | 300K | 12K | – |
| ISHARES TR | CORE S&P500 ETF | 2M | 3K | – |
| ISHARES TR | GENOMICS IMMUN | 1M | 47K | – |
| ISHARES TR | CYBERSECURITY | 1M | 25K | – |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 314K | 6K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 334K | 6K | – |
| J P MORGAN EXCHANGE TRADED F | HIGH YIELD MUNI | 385K | 8K | – |
| JOHNSON & JOHNSON | COM | 621K | 4K | – |
| JPMORGAN CHASE & CO. | COM | 2M | 8K | – |
| LINKBANCORP INC | COM | 91K | 15K | – |
| M & T BK CORP | COM | 776K | 5K | – |
| MCDONALDS CORP | COM | 260K | 1K | – |
| MERCK & CO INC | COM | 633K | 5K | – |
| META PLATFORMS INC | CL A | 710K | 1K | – |
| MICROSOFT CORP | COM | 4M | 9K | – |
| NVIDIA CORPORATION | COM | 1M | 11K | – |
| OCUGEN INC | COM | 19K | 12K | – |
| PACER FDS TR | METAURUS CAP 400 | 364K | 10K | – |
| PACER FDS TR | US CASH COWS 100 | 22M | 399K | – |
| PACER FDS TR | PACER US SMALL | 5M | 117K | – |
| PROCTER AND GAMBLE CO | COM | 1M | 9K | – |
| PROSHARES TR | S&P 500 DV ARIST | 3M | 36K | – |
| QUALCOMM INC | COM | 233K | 1K | – |
| SINCLAIR INC | CL A | 166K | 12K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 1M | 2K | – |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 17M | 539K | – |
| TRI CONTL CORP | COM | 325K | 10K | – |
| UBER TECHNOLOGIES INC | COM | 438K | 6K | – |
| UNITED PARCEL SERVICE INC | CL B | 1M | 10K | – |
| UNITEDHEALTH GROUP INC | COM | 221K | 433 | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 6K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 830K | 3K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 323K | 1K | – |
| VANGUARD INDEX FDS | VALUE ETF | 7M | 45K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 14M | 37K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 703K | 16K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 304K | 5K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4M | 22K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 1M | 18K | – |
| VANGUARD WORLD FD | CONSUM STP ETF | 615K | 3K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 4M | 15K | – |
| VANGUARD WORLD FD | UTILITIES ETF | 342K | 2K | – |
| VANGUARD WORLD FD | ENERGY ETF | 907K | 7K | – |
| VANGUARD WORLD FD | INF TECH ETF | 3M | 5K | – |
| VERIZON COMMUNICATIONS INC | COM | 216K | 5K | – |
| VISA INC | COM CL A | 911K | 3K | – |
| WISDOMTREE TR | US LARGECAP DIVD | 778K | 11K | – |