DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cora Capital Advisors
Legal name Cora Capital Advisors LLC
Latest filing Mar 23, 2026
First filing on the tape Dec 22, 2021 · 16 filings
SEC status approved since Jan 21, 2022
RAUM
$723M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
91%
$661M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$90.4M
derived; firm RAUM over IAPD count
Employees
13
8 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$723M as of Mar 23, 2026
Mar 27, 2023$463M then
HNW client RAUM$516M as of Mar 23, 2026
Mar 27, 2023$294M then
State-registered IARs (5.B.3)8 as of Mar 23, 2026
Mar 27, 20237 then
Employees (5.A)13 as of Mar 23, 2026
Mar 27, 202310 then
Private funds: no history
RAUM +23% over the last fiscal year+16% a year over threeIARs 7 to 8offices 1 to 2
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $90.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 94derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $355,233derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 8.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 2.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +18%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $32.5M, 10 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$516M71%
- Individuals$145M20%
- Pension and profit-sharing plans$60.6M8.4%
- Corporations and businesses$1.1M0.2%
- Individual clients
- 504reported
- HNW clients
- 248reported
- Pension plan clients
- 34reported
- Charitable clients
- n/areported
- Accounts
- 2,035reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $32.5M for 10 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Salvatore John CociveraCertified Financial Planner | Marlton, Nj | Mar 29, 2022 | 34 y | 3 |
| Joshua WoodfordCertified Financial Planner | Marlton, Nj | Mar 29, 2022 | 15 y | 5 |
| Michael Corley | Marlton, Nj | Mar 29, 2022 | 11 y | 1 |
| Raymond GiuntaPersonal Financial Specialist | Marlton, Nj | Mar 29, 2022 | 46 y | 2 |
| Mark WanderPersonal Financial Specialist | Marlton, Nj | Mar 29, 2022 | 51 y | 2 |
| Justin HewinsCertified Financial Planner | Marlton, Nj | Mar 30, 2022 | 21 y | 2 |
| Sean BallietCertified Financial Planner | Marlton, Nj | Oct 4, 2022 | 12 y | 0 |
| James A LongoCertified Financial Planner, Personal Financial Specialist | Marlton, Nj | Sep 9, 2025 | 24 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- James A Longo from Osaic Wealth, Inc.Sep 9, 2025 · Affiliated broker-dealer or bank to independent RIA
- Justin Hewins from American Portfolios Advisors, IncMar 30, 2022 · Other
- Mark Wander from American Portfolios Advisors, IncMar 29, 2022 · Other
- Raymond Giunta from American Portfolios Advisors, IncMar 29, 2022 · Other
- Joshua Woodford from American Portfolios Advisors, IncMar 29, 2022 · Other
- Michael Corley from American Portfolios Advisors, IncMar 29, 2022 · Other
- Salvatore John Cocivera from Copper Beech Wealth ManagementMar 29, 2022 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from American Portfolios Advisors, IncDec 31, 2022 · Holbrook, Ny
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- John Salvatore Cocivera · President And Chief Compliance Officercontrolsince 12/2021 · owns less than 5%
- John Salvatore Cocivera · Presidentcontrolsince 12/2021 · owns 25% to 50% of Cora Capital Group LLC
Entity owners
- Cora Capital Group LLC · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Baratz & Associates, P.A.insurancen
- Cora Capital Assurance LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Marlton, Nj · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Fort Washington, PA1 employees
What changed
consecutive filings, newest first
- Accounts · 1,755 to 2,035Dec 16, 2025 to Mar 23, 2026
- Advisory employees · 7 to 8Dec 16, 2025 to Mar 23, 2026
- BD registered reps · 6 to 3Dec 16, 2025 to Mar 23, 2026
- HNW clients · 211 to 248Dec 16, 2025 to Mar 23, 2026
- Individual clients · 426 to 504Dec 16, 2025 to Mar 23, 2026
- Pension plan clients · 31 to 34Dec 16, 2025 to Mar 23, 2026
- Assets in custody · $19.0M to $32.5MDec 16, 2025 to Mar 23, 2026
- Employees · 11 to 13Dec 16, 2025 to Mar 23, 2026
- State-registered IARs · 7 to 8Dec 16, 2025 to Mar 23, 2026
- Discretionary RAUM · $537M to $662MDec 16, 2025 to Mar 23, 2026
- HNW RAUM · $430M to $516MDec 16, 2025 to Mar 23, 2026
- Individual RAUM · $105M to $145MDec 16, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $50.6M to $60.6MDec 16, 2025 to Mar 23, 2026
- Pension RAUM · $50.6M to $60.6MDec 16, 2025 to Mar 23, 2026
- RAUM · $588M to $723MDec 16, 2025 to Mar 23, 2026
- Other offices · 1 to 2Feb 24, 2025 to Nov 18, 2025
- Accounts · 1,642 to 1,755Oct 14, 2024 to Feb 24, 2025
- BD registered reps · 3 to 6Oct 14, 2024 to Feb 24, 2025
- HNW clients · 202 to 211Oct 14, 2024 to Feb 24, 2025
- Individual clients · 417 to 426Oct 14, 2024 to Feb 24, 2025
- Pension plan clients · 34 to 31Oct 14, 2024 to Feb 24, 2025
- Assets in custody · $15.1M to $19.0MOct 14, 2024 to Feb 24, 2025
- Financial planning clients · 11-25 to 11-25Oct 14, 2024 to Feb 24, 2025
- Discretionary RAUM · $464M to $537MOct 14, 2024 to Feb 24, 2025
- HNW RAUM · $371M to $430MOct 14, 2024 to Feb 24, 2025
- Individual RAUM · $90.7M to $105MOct 14, 2024 to Feb 24, 2025
- Non-discretionary RAUM · $49.2M to $50.6MOct 14, 2024 to Feb 24, 2025
- Pension RAUM · $49.2M to $50.6MOct 14, 2024 to Feb 24, 2025
- RAUM · $513M to $588MOct 14, 2024 to Feb 24, 2025
- Accounts · 1,475 to 1,642Oct 11, 2023 to Feb 6, 2024
- BD registered reps · 6 to 3Oct 11, 2023 to Feb 6, 2024
- HNW clients · 84 to 202Oct 11, 2023 to Feb 6, 2024
- Individual clients · 572 to 417Oct 11, 2023 to Feb 6, 2024
- Pension plan clients · 28 to 34Oct 11, 2023 to Feb 6, 2024
- Assets in custody · $1.8M to $15.1MOct 11, 2023 to Feb 6, 2024
- Employees · 10 to 11Oct 11, 2023 to Feb 6, 2024
- Discretionary RAUM · $429M to $464MOct 11, 2023 to Feb 6, 2024
- HNW RAUM · $294M to $371MOct 11, 2023 to Feb 6, 2024
- Individual RAUM · $135M to $90.7MOct 11, 2023 to Feb 6, 2024
- Non-discretionary RAUM · $34.1M to $49.2MOct 11, 2023 to Feb 6, 2024
Signals
3 dated events
- Cora Capital Advisors reported RAUM $463.4M, up 57% from $294.6M (2022-08-15 to 2023-03-27)Mar 27, 2023 · RAUM change · derived
- 5 advisors left American Portfolios Advisors, Inc (Holbrook, NY) for Cora Capital Advisors on the same dayDec 31, 2022 · Team lift-out · derived
- Cora Capital Advisors filed its initial SEC registration (Form ADV)Dec 22, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@coracap.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 856-513-8600reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/cora-capital-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- coracap.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 856-513-8600reportedpublic record, Form ADV, Mar 23, 2026
- Contact form
- coracap.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- coracap.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $90.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026