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.

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Former SEC-registered adviser

C•••• R••• A••••••• L••

Former SEC-registered adviserCRD 328929SEC 801-129380IAPD
Latest filing Jul 15, 2024
First filing on the tape Dec 19, 2023 · 6 filings
RAUM
$52.7M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$52.7M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$26.3M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$52.7M as of Jul 15, 2024
Dec 19, 2023$0 then
HNW client RAUM$52.7M as of Jul 15, 2024
May 21, 2024$52.7M then
State-registered IARs (5.B.3)2 as of Jul 15, 2024
Dec 19, 20232 then
Employees (5.A)3 as of Jul 15, 2024
Dec 19, 20233 then
Private funds: no history
Practice profile
derived from the filing of Jul 15, 2024; every figure names its basis
RAUM per advisor
$26.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$4.8MderivedHNW RAUM over HNW clients
Average account
$1.5MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.5derivedItem 5.A over advisors
Advisors per office
1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Custody
$52.7M, 11 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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$52.7M100%
Individual clients
n/areported
HNW clients
11reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
36reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$52.7M for 11 clientsreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
J•••• S•••••• R••••••Ponte Vedra Beach, Fl Feb 27, 202431 y6
T••••• J••••• B•••Ponte Vedra Beach, FlApr 4, 202430 y4
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 headcount1 left over 36 months
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • B•••• T•••••• J••••• · Managing Partner And Ccocontrol
      since 08/2023 · owns 75% or more
    • R••••••• J••••• S•••••• · Managing Partnercontrol
      since 08/2023 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Ponte Vedra Beach, Fl200
    Offices
    Schedule D 1.F, the 25 largest
    • , 1 employees
    What changed
    consecutive filings, newest first
    • BD registered reps · 3 to 2
      Jun 20, 2024 to Jul 15, 2024
    • Assets in custody · unset to 52653000.0
      May 21, 2024 to Jun 20, 2024
    • Custody of client assets · false to true
      May 21, 2024 to Jun 20, 2024
    • Accounts · 0 to 36
      Feb 26, 2024 to May 21, 2024
    • HNW clients · unset to 11.0
      Feb 26, 2024 to May 21, 2024
    • Discretionary RAUM · $0 to $52.7M
      Feb 26, 2024 to May 21, 2024
    • HNW RAUM · unset to 52653000.0
      Feb 26, 2024 to May 21, 2024
    • RAUM · $0 to $52.7M
      Feb 26, 2024 to May 21, 2024
    • Other offices · 0 to 1
      Jan 19, 2024 to Feb 26, 2024
    • Business name · C•••• R••• I••••••••• to C•••• R••• A••••••• L••
      Dec 19, 2023 to Jan 19, 2024
    • Legal name · C•••• R••• I••••••••• LLC to C•••• R••• A••••••• L••
      Dec 19, 2023 to Jan 19, 2024
    Signals
    3 dated events
    • A••• R•••••• J•••• left C•••• R••• A••••••• L•• for R••••• F••••••••• L•• (registered 2025-05-16)
      Jun 27, 2025 · Advisor changed firm · fact
    • 2 advisors left S•••••• C•••••• A••••••• L•• (Chicago, IL) for C•••• R••• A••••••• L•• on the same day
      Mar 14, 2024 · Team lift-out · derived
    • C•••• R••• I••••••••• filed its initial SEC registration (Form ADV)
      Dec 19, 2023 · 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
    Website
    coralreefadvisors.comreportedpublic record, Form ADV, Sep 19, 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
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $26.3Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026