CRD: 328929
Coral Reef Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-16-2024
- Office Locations
- 2
Office Locations
About Coral Reef Advisors LLC
Coral Reef Advisors LLC is an independent RIA providing financial planning, retirement plan guidance, and discretionary investment management. The team serves business owners, entrepreneurs, executives, and current/former professional athletes, building customized multi-asset portfolios across equities, fixed income, private equity, and structured products, supported by ETF/manager research and ongoing portfolio stress-testing. Custodied at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS JOSEPH BOYD
Chief Compliance Officer, Managing Partner
- CRD
- #2786611
- Ownership
- 75% or more
JAMES SYLVERE RICHARD
Investment Advisor, Managing Partner
- CRD
- #2602752
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,769,447 | $1,462,583 |
| Non-Discretionary | $0 | -- |
| Total | $79,769,447 | $1,462,583 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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