Black Coral Financial Advisors, Llc
- Regulatory AUM
- $504M
- Discretionary
- $327M
- Clients
- 88
- Avg AUM / client
- $5.7M
- Accounts
- 785
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 88 | $504M | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Paul Liska | President & Founder, Chief Compliance Officer | Jul 2010 (16y) | 25% – 50% | |
| Raymond William Vanhoorebeke | Chief Operating Officer | Dec 2010 (16y) | 10% – 25% | |
| Joseph Michael Gallo | Vice President, Senior Financial Advisor | CFA | Jan 2013 (14y) | 10% – 25% |
| Matthew Frank Wilk | Vice President, Senior Financial Advisor | CFP | Jan 2013 (14y) | 10% – 25% |
| Dennis B Galvin | Registered representative | Dec 2014 (12y) | ||
| Joshua K Wardell | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗