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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vector vertexEagle horizon
- Established Date
- 01-21-2022
- Office Locations
- 2
Office Locations
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
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Client Personas
Custodian
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Owner & Executives
SALVATORE JOHN COCIVERA
Chief Compliance Officer, Financial Planner, President
- CRD
- #1942283
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Sean Balliet
Owner
- CRD
- #7625010
Michael Corley
Paraplanner
- CRD
- #6470563
Alpha radial
Frontier foundation
- CRD
- #26550
Showing 2 of 8 contacts
Unlock allAssets Under Management
| 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
| 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 |