A complete list of active advisors currently associated with Coral Reef Advisors LLC

Warmer can help you find a great advisor at Coral Reef Advisors LLC or one who fits your needs even better.

Coral Reef Advisors is a fee-based registered investment adviser that provides discretionary, custom portfolio management to individuals, high-net-worth individuals, trusts, estates, and business entities. As of December 31, 2025 the firm reported approximately $79.8 million in discretionary assets under management across a small client base and two advisors. The firm typically implements a tactical allocation strategy intended to reduce risk and improve performance, using both fundamental and technical analysis and techniques that include long- and short-term purchases and option writing. Coral Reef may employ exchange-listed and over-the-counter securities, corporate and municipal debt, mutual funds, and variable life and annuity products, and it tailors portfolios to client objectives while allowing client-imposed investment restrictions. A notable feature of the firm is that some investment advisor representatives are also registered representatives of a FINRA-registered broker-dealer and are licensed insurance agents, and therefore may effect commissionable securities and insurance transactions; the brochure discloses these affiliations and the firm’s Code of Ethics and disclosure practices to address the resulting conflicts of interest. Compared with many peers, Coral Reef combines a relatively concentrated AUM per client with these broker-dealer and insurance affiliations and an explicit use of variable insurance products and option strategies, which the firm identifies as areas requiring client disclosure and choice.

To learn more about the advisors currently working at Coral Reef Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.