CRD: 154623
Black Coral Financial Advisors, LLC
$504.4M Total AUM
$327.4M Disc. AUM
-12.2% 3Y CAGR
6 Employees
105 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Glacier glacierHarbor
- Established Date
- 10-07-2010
- Office Locations
- 1
Office Locations
350 Clark Drive Suite 320 Mount Olive NJ
About Black Coral Financial Advisors, LLC
Black Coral Financial Advisors, LLC is a Mount Olive-based RIA. The firm has been operating for 15 years. Managing $504.4M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
44 AVG AGE
$126.1M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
10.8 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Summit Signal quantum Glacier Horizon
Client Personas
Ember peak
Custodian
Bridge alpha Peak Bridge Vital matrix
Investment Themes
Matrix Glacier alpha Pathway delta Harbor
Investment Vehicles
Vertex pathway Delta eagle Bridge catalyst
Services
Pioneer Glacier Prime wave Vertex prime Vital timber Ridge Timber atlas
Technology
North signal Ember
Owner & Executives
STEPHEN PAUL LISKA
Chief Compliance Officer, FOUNDER, President
- CRD
- #2010888
- Ownership
- 50% but less than 75%
(353) 397-7494
ember.legacy@northcapital.com
in linkedin.com/in/crest-legacy
R
RAYMOND WILLIAM VANHOOREBEKE
CHIEF OPERATING OFFICER, Insurance Agent
- CRD
- #5825845
- Ownership
- 10% but less than 25%
(979) 908-9660
harbor.harbor@alphacapital.com
in linkedin.com/in/summit-optima
Showing 2 of 2 owners & executives
Unlock allContacts
D
DENNIS B GALVIN
Financial Advisor, General Partner
- CRD
- #6114139
(465) 395-8646
glacier.wave@legacycapital.com
in linkedin.com/in/capital-capital
J
Joshua K Wardell
--
- CRD
- #6659800
(359) 215-2060
focus.delta@elementcapital.com
in linkedin.com/in/pathway-atlas
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $327,391,000 | $1,059,518 |
| Non-Discretionary | $176,991,000 | $371,830 |
| Total | $504,382,000 | $642,525 |
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Separately Managed Accounts
Total SMA Asset: $504,382,000
Equity - Exchange:
14.7% Cash:
27.6% U.S. Government/Agency:
27.8% Corporate - Investment Grade:
14.6% Municipal Bonds:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $804,130,572 | 14.7% |
| Cash | $1,509,796,175 | 27.6% |
| U.S. Government/Agency | $1,520,736,727 | 27.8% |
| Corporate - Investment Grade | $798,660,296 | 14.6% |
| Municipal Bonds | $836,952,227 | 15.3% |
| Total | $5,470,275,997 | 100.0% |