$722.9M Total AUM
$662.3M Disc. AUM
28.5% 3Y CAGR
13 Employees
786 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vector vertexEagle horizon +more
- Established Date
- 01-21-2022
- Office Locations
- 2
Office Locations
17w220 22nd ST Suite 410 Oakbrook Terrace IL
4 Eves Drive Suite B100 Marlton NJ
About Cora Capital Advisors
CORA Capital Advisors provides bespoke wealth management and financial planning for individuals and business owners, including portfolio management, alternative investing, retirement and estate planning, tax planning, and risk/insurance and employee benefits guidance. The firm emphasizes aligning portfolios to long-term goals and risk tolerance and building diversification with alternatives. For distribution teams, the practice operates on major custodians including Schwab and Pershing.
Team overview
48 AVG AGE
$90.4M AVG AUM / ADVISOR
$919.7K AVG AUM / CLIENT
3.8 yrs AVG TENURE
13 Employees
8 Advisory Reps
8 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Fusion legacy Horizon glacier Eagle Optima ridge Legacy optima Ember legacy
Client Personas
Crest fusion Delta North ridge
Custodian
Value vertex Peak pioneer Foundation fusion Insight Timber beacon Insight Meridian signal Optima Atlas glacier Atlas vector Eagle Unison Capital Crest
Investment Themes
Harbor glacier Element
Investment Vehicles
Alpha horizon
Platform
Radial ridge Momentum fusion Atlas Glacier Zenith delta Horizon harbor
Services
Oak Beacon Alpha Beacon optima Value meridian Beacon element Pioneer Horizon zenith Frontier legacy Alpha bridge Quantum element
Technology
Ember Peak eagle Wave wave
Owner & Executives
SALVATORE JOHN COCIVERA
Chief Compliance Officer, Financial Planner, President
- CRD
- #1942283
- Ownership
- Less than 5%
(633) 773-9518
vital.timber@embercapital.com
in linkedin.com/in/pathway-signal
Showing 1 of 1 owners & executives
Unlock allContacts
S
Sean Balliet
Owner
- CRD
- #7625010
(421) 853-8351
pathway.element@bridgecapital.com
in linkedin.com/in/signal-glacier
M
Michael Corley
Paraplanner
- CRD
- #6470563
(471) 787-1650
oak.fusion@crestcapital.com
in linkedin.com/in/beacon-capital
A
Alpha radial
Frontier foundation
- CRD
- #26550
(735) 265-9876
legacy.element@zenithcapital.com
in linkedin.com/in/oak-zenith
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $662,296,588 | $330,817 |
| Non-Discretionary | $60,602,082 | $1,836,427 |
| Total | $722,898,670 | $355,233 |
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Separately Managed Accounts
Total SMA Asset: $722,898,670
Public Funds:
14.9% Equity - Exchange:
12.1% Cash:
4.2% U.S. Government/Agency:
19.8% Municipal Bonds:
20.3% Corporate - Investment Grade:
21.0% Private Funds:
7.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $352,596,505 | 14.9% |
| Equity - Exchange | $286,336,759 | 12.1% |
| Cash | $99,389,619 | 4.2% |
| U.S. Government/Agency | $468,551,061 | 19.8% |
| Municipal Bonds | $480,383,158 | 20.3% |
| Corporate - Investment Grade | $496,948,095 | 21.0% |
| Private Funds | $182,214,301 | 7.7% |
| Total | $2,366,419,498 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE VERTEX | SIGNAL MOMENTUM | NU8GISTPP | USI | 2.48% | $88,744,639 |
| ZENITH SIGNAL | UNISON OPTIMA | 9VCEA0KMU | NFEJM | 1.45% | $115,864,034 |
| PEAK RIDGE | PEAK HARBOR | K3RZ4OH4X | QDIZ | 7.92% | $23,290,647 |
| SIGNAL INSIGHT | QUANTUM OAK | BR3BCX1HL | DHS | 4.51% | $66,501,689 |
| HARBOR INSIGHT | VERTEX VECTOR | EH0BOPLYY | WUL | 8.61% | $68,819,440 |
| ALPHA OAK PATHWAY | PEAK ALPHA | PDKFUHQCW | MNEB | 0.86% | $27,927,488 |
| RIDGE CREST OPTIMA | CAPITAL VECTOR | ONB6NLPEF | EEFS | 1.53% | $85,277,248 |
| GLACIER VECTOR | PEAK SUMMIT | OISKITED1 | YUPOG | 9.21% | $16,178,987 |