CRD: 328929
Coral Reef Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 15 clients, or 7.5 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Coral Reef Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.