LP Profile

Cora Capital Advisors

Also known as cora

Wealth ManagerMarlton, United StatesFounded 2014
$723M
Assets Under Management
Marlton
Headquarters
Investment Focus

About Cora Capital Advisors

Cora Capital Advisors is a fiduciary financial planning and wealth management firm in Marlton, New Jersey, founded in 2014. It offers holistic planning and wealth management with the stated goal of maximizing growth of client investments. The firm describes its planners as working under one roof and guiding clients through significant life changes with tailored advice. It reports about $723 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cora Capital Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$722.9M
Total Clients
2,035
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Cora Capital Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Cora Capital Advisors?

Cora Capital Advisors is a wealth manager based in Marlton, United States, managing approximately $723M in assets.

Where is Cora Capital Advisors headquartered?

Cora Capital Advisors is headquartered in Marlton, United States.

How much does Cora Capital Advisors manage?

Cora Capital Advisors manages approximately $723M in assets under management.

When was Cora Capital Advisors founded?

Cora Capital Advisors was founded in 2014.

How can I contact Cora Capital Advisors?

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