RIA Intelligence

BLACK CORAL FINANCIAL ADVISORS, LLC

CRD #154623 SEC #801-73107 MOUNT OLIVE, NJ 973-352-8600
SEC Registered
Total AUM
$936M
Discretionary
$673.4M
Employees
5
Clients
101
Accounts
1,956

AUM Over Time

DateNov 2025
Total AUM$936M
Discretionary$673.4M
Non-Disc.$262.6M
Employees5
Clients38
DateMay 2025
Total AUM$936M
Discretionary$673.4M
Non-Disc.$262.6M
Employees7
Clients38
DateJan 2025
Total AUM$936M
Discretionary$673.4M
Non-Disc.$262.6M
Employees7
Clients38
DateJan 2024
Total AUM$809.9M
Discretionary$604.5M
Non-Disc.$205.4M
Employees7
Clients69
DateJan 2023
Total AUM$752.3M
Discretionary$515M
Non-Disc.$237.3M
Employees7
Clients66
DateJan 2022
Total AUM$752.1M
Discretionary$550M
Non-Disc.$202M
Employees6
Clients58
DateJan 2021
Total AUM$592.9M
Discretionary$458.1M
Non-Disc.$134.8M
Employees5
Clients47
DateJun 2020
Total AUM$577.2M
Discretionary$407.7M
Non-Disc.$169.5M
Employees5
Clients64
DateJan 2020
Total AUM$577.2M
Discretionary$407.7M
Non-Disc.$169.5M
Employees5
Clients64
DateFeb 2019
Total AUM$515M
Discretionary$331M
Non-Disc.$184M
Employees5
Clients46
DateJan 2019
Total AUM$515M
Discretionary$331M
Non-Disc.$184M
Employees5
Clients46
DateJan 2018
Total AUM$560M
Discretionary$270M
Non-Disc.$290M
Employees5
Clients15
DateJan 2017
Total AUM$410M
Discretionary$250M
Non-Disc.$160M
Employees5
Clients200
DateJan 2016
Total AUM$400M
Discretionary$250M
Non-Disc.$150M
Employees5
Clients200
DateJan 2015
Total AUM$350M
Discretionary$225M
Non-Disc.$125M
Employees5
Clients200
DateJan 2014
Total AUM$275M
Discretionary$175M
Non-Disc.$100M
Employees4
Clients140
DateMar 2013
Total AUM$200M
Discretionary$150M
Non-Disc.$50M
Employees5
Clients130
DateDec 2012
Total AUM$160M
Discretionary$130M
Non-Disc.$30M
Employees5
Clients120
DateNov 2012
Total AUM$160M
Discretionary$130M
Non-Disc.$30M
Employees5
Clients120
DateJan 2012
Total AUM$160.9M
Discretionary$130.9M
Non-Disc.$30M
Employees1
Clients120