Cora Capital Advisors Llc
- Regulatory AUM
- $723M
- Discretionary
- $662M
- Clients
- 786
- Avg AUM / client
- $920K
- Accounts
- 2,035
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 504 | $145M | 20.0% |
| High net worth individuals | 248 | $516M | 71.4% |
| Pension and profit sharing plans | 34 | $60.6M | 8.39% |
| Corporations and other businesses | Fewer than 5 clients | $1.1M | 0.16% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Salvatore John Cocivera | President And Chief Compliance Officer | CFP | Dec 2021 (5y) | ≈ 18.75% – 50% via Cora Capital Group Llc |
| Joshua Woodford | Registered representative | CFP | Mar 2022 (4y) | |
| Mark Wander | Registered representative | Personal Financial Specialist | Mar 2022 (4y) | |
| Michael Corley | Registered representative | Mar 2022 (4y) | ||
| Raymond Giunta | Registered representative | Personal Financial Specialist | Mar 2022 (4y) | |
| Justin Hewins | Registered representative | CFP | Mar 2022 (4y) | |
| Sean Balliet | Registered representative | CFP | Oct 2022 (4y) | |
| James A Longo | Registered representative | CFP Personal Financial Specialist | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cora Capital Group Llc | Managing Member | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Salvatore John Cocivera: 25% – 50% of Cora Capital Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 03/23/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $526M (73% of AUM) Mar 2026
- Sei Investments Distribution Co. $31.9M (11% of AUM) Aug 2022
- Charles Schwab & Co. $19.8M (7% of AUM) Aug 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗