Cora Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Cora Capital Advisors reports 786 clients. They include 504 individual clients, 248 high-net-worth individuals, and 34 pension and profit-sharing plans. Of its assets, 91.6% ($662M across 2,002 accounts) are managed with discretion; $60.6M across 33 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 20% |
| High-net-worth individuals | 32% | 71% |
| Pension and profit-sharing plans | 4% | 8% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 504 | $145M | 20.0% | $287K |
| High-net-worth individuals | 248 | $516M | 71.4% | $2.08M |
| Pension and profit-sharing plans | 34 | $60.6M | 8.4% | $1.78M |
| Corporations and other businesses | Fewer than 5 | $1.12M | 0.2% | — |
| Total | 786 | $723M | 100% | — |
- Clients
- 504
- Regulatory AUM
- $145M
- AUM share
- 20.0%
- Avg. per client
- $287K
- Clients
- 248
- Regulatory AUM
- $516M
- AUM share
- 71.4%
- Avg. per client
- $2.08M
- Clients
- 34
- Regulatory AUM
- $60.6M
- AUM share
- 8.4%
- Avg. per client
- $1.78M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.12M
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 786
- Regulatory AUM
- $723M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Cora Capital Advisors charges 0.50%–1.15% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- For clients under $2,000,000 or seeking standalone planning, a negotiable fixed project fee of $1,500 to $7,500, invoiced up to 100% on signing.
Cora Capital Group LLC owns 75% or more of Cora Capital Advisors and is in turn owned by Salvatore Cocivera (25–50%). The leadership team of Cora Capital Advisors includes President Salvatore Cocivera. It has 13 employees, 8 of them in advisory roles.
Leadership
- Salvatore CociveraPresident and Chief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 8 in advisory functions
- 8 state-registered reps
- 3 broker-dealer reps
- 6 insurance agents
- 2 soliciting firms
- Owns 75% or more of Cora Capital Advisors LLC
Cora Capital Group LLC
Control person · since December 2021
- Owns 25% to 50% of Cora Capital Group LLC
Salvatore Cocivera
Control person · since December 2021
Cora Capital Advisors’ regulatory assets grew 2.5× from $295M (July 2022) to $723M (March 2026); clients rose from 514 to 786 and employees from 8 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $723M | 786 | 13 | 3 |
| February 2025 | $588M | 668 | 11 | 2 |
| April 2024 | $513M | 653 | 11 | 2 |
| March 2023 | $463M | 684 | 10 | 2 |
| July 2022 | $295M | 514 | 8 | 1 |
Besides its headquarters, Cora Capital Advisors has 2 offices, with 3 listed addresses in Illinois, New Jersey and Pennsylvania.
Illinois · 1 listed address
- 17w220 22nd St, Oakbrook Terrace
New Jersey · 1 listed address
- 4 Eves Drive, Suite B100, MarltonHQ
Pennsylvania · 1 listed address
- 550 Pinetown RD, Fort Washington
Contact and registration details
- Legal name
- Cora Capital Advisors LLC
- Headquarters
- 4 Eves Drive, Suite B100, Marlton, NJ 08053
- Website
- coracap.com
- Phone
- 856-513-8600
- @cora-capital-advisors
- SEC file
- 801-123101
- Founded
- 2014
- Structure
- New Jersey LLC
- Fiscal year end
- December
Cora Capital Advisors uses Pershing ($526M) as custodian for its separately managed accounts. Cora Capital Advisors has custody of $32.5M in client assets for 10 clients.
- PershingPershing LLC · Jersey City, NJ · $526M100%
At year end, Cora Capital Advisors’ separately managed accounts were mostly in funds (77%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $356M across 145 positions; the largest are Vanguard Index Fds (12.2%), iShares TR (10.3%) and T Rowe Price Exchange-traded (9.3%).
What the accounts hold
- Stocks12%
- Funds77%
- Registered funds76%
- Pooled vehicles1%
- Bonds6%
- U.S. government and agency bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash5%
Reported 13F holdings
- $356M
- Reported 13F value
- 145
- Positions
- 62.8%
- In the 10 largest
- +18.0%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs12.2%
- iShares TR · U S Equity Factr10.3%
- T Rowe Price Exchange-traded · Cap Appreciation9.3%
- Vanguard Index Fds · Growth ETF8.4%
- iShares Inc. · MSCI Emrg Chn6.3%
- Vanguard Index Fds · Value ETF4.7%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt3.9%
- Pacer Fds TR · US Cash Cows 1002.8%
- Apple Inc.2.8%
- iShares TR · US Sml Cap EQT2.2%
Together, the ten largest are 62.8% of reported value.
How many clients does Cora Capital Advisors have?
Cora Capital Advisors has 786 clients and manages $723 million for them, as of March 2026. They include 504 individual clients, 248 high-net-worth individuals, and 34 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Cora Capital Advisors offer?
Cora Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cora Capital Advisors charge?
Cora Capital Advisors charges 0.50%–1.15% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: CORA CAPITAL ADVISORS DISCLOSURE BROCHURE, filed 23 March 2026
Which custodians does Cora Capital Advisors use?
Cora Capital Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $526M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Cora Capital Advisors have?
Cora Capital Advisors has 8 investment adviser representatives registered with state securities authorities, out of 13 employees, and 8 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cora Capital Advisors invest in?
At the end of its last fiscal year, Cora Capital Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 5% cash and equivalents, 3% U.S. government and agency bonds, 2% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cora Capital Advisors?
Cora Capital Advisors is owned through a holding company by Salvatore Cocivera. Its direct owner is Cora Capital Group LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Cora Capital Advisors get paid?
Cora Capital Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Cora Capital Advisors registered with the SEC?
Yes, Cora Capital Advisors has been registered with the SEC as an investment adviser since 21 January 2022. Its CRD number is 318134 and its SEC file number is 801-123101.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Cora Capital Advisors?
Cora Capital Advisors’ main office is at 4 Eves Drive, Suite B100, Marlton, NJ 08053. Its phone number is 856-513-8600. Its website is coracap.com.