BLACK CORAL FINANCIAL ADVISORS, LLC
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About the firm
Black Coral Financial Advisors is a full service private wealth management firm delivering highly personalized advice based on in-depth experience in the financial markets and a demonstrated track record of protecting and growing clients' assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment strategy, retirement planning, income tax planning, and estate plan and insurance analysis, covering portfolio management, tax planning, insurance planning, retirement planning, and estate planning.
Who they serve
Families and executive clients seeking private wealth management, retirement planning, tax planning, and estate planning services.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 88 | $504M |
17 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.95% |
| Next $1,000,000 | 0.90% |
| Next $1,000,000 | 0.85% |
| Next $1,000,000 | 0.80% |
| Amounts over $5,000,000 | 0.75% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLACK CORAL FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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