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COKER & PALMER
COKER & PALMER, INC.
CRD 29163 · SEC 801-77645
1667 LELIA DRIVE, JACKSON, MS, 39216, United States
Phone
601-354-0860
Fax
601-354-0857
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.3M
Discretionary AUM
$126.3M
Team
8 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $36.8M |
| High net worth individuals | 40 | $73.8M |
| Investment companies | 2 | $543K |
| Charitable organizations | 1 | $100K |
States served
AL, GA, IL, IN, LA, MS, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD