Cochran Wealth LLC

Overview

Cochran Wealth LLC is a small, independent registered investment adviser that serves individual and family clients with a fee-based model. The firm provides financial planning and portfolio management for individuals, small businesses and other institutions, and it also offers pension consulting and the selection of third‑party advisers. Investment activity skews toward liquid, publicly traded equity exposures, and the firm acts as a capital allocator — placing client capital into a mix of exchange‑traded equities, mutual funds and selected third‑party alternative managers. Portfolio management is delivered primarily on a discretionary basis and includes direct management of separate accounts alongside advisory relationships that can include hourly or fixed-fee planning engagements. Cochran Wealth is not positioned as an ESG investor and does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices