Overview
Assets Under Management: $936 million
Headquarters: MOUNT OLIVE, NJ
High-Net-Worth Clients: 248
Average Client Assets: $4 million
Frequently Asked Questions
BLACK CORAL FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154623), BLACK CORAL FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
BLACK CORAL FINANCIAL ADVISORS, LLC is headquartered in MOUNT OLIVE, NJ.
BLACK CORAL FINANCIAL ADVISORS, LLC serves 248 high-net-worth clients according to their SEC filing dated November 28, 2025. View client details ↓
According to their SEC Form ADV, BLACK CORAL FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
BLACK CORAL FINANCIAL ADVISORS, LLC manages $936 million in client assets according to their SEC filing dated November 28, 2025.
According to their SEC Form ADV, BLACK CORAL FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 248
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,956
Discretionary Accounts: 828
Non-Discretionary Accounts: 1,128
Regulatory Filings
CRD Number: 154623
Filing ID: 2030708
Last Filing Date: 2025-11-28 08:50:14
Website: 3