COKER & PALMER

Broker-DealerFINRA MemberEst. 2013

Total AUM

$126M

Discretionary

$126M

100% of AUM

Accounts

216

Employees

Advisory reps

Brokerage reps

Firm details

Headquarters: JACKSON, Mississippi
CRD number: 29163
Registered since: February 25, 2013
Website: www.cokerpalmer.com
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI58.45%
Individuals29.17%
Other11.87%
Investment Companies0.43%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Coker & Palmer operates as an independent broker-dealer and insurance broker that provides both brokerage and advisory services to individuals, families and institutions. The firm is individually owned and registered with the SEC since 2013. Its advisory offering covers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers — signaling a mix of direct portfolio management and outsourced manager selection. Filings indicate the firm functions as a capital allocator, deploying client capital across public markets and third‑party alternative managers. Revenue is generated through a hybrid fee model: percentage of AUM, fixed fees and commissions. The firm is not an active ESG investor and is not registered as a multi‑state adviser per disclosure.