Cothran Capital, LLC

RIASEC Registered

Total AUM

$36.1M

Discretionary

$29.9M

83% of AUM

Avg account

$171K

Accounts

211

Employees

2

Advisory reps

2

Firm details

Headquarters: Memphis, Tennessee
CRD number: 154975
Website: cothrancapital.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC., FIRST CLEARING, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals80.35%
HNWI19.65%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cothran Capital, LLC is an independent, individual-owned registered investment adviser organized as an LLC that predominantly serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and other structures. Cothran Capital identifies as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds97%
Exchange Traded Equities2%
Cash & Cash Equivalents1%

Contacts

2 of 2

Charles Cothran
Founder and PresidentCRD 5850473
Jacob Cothran
Financial AdvisorCRD 7495825

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area: Memphis-Forrest City, TN-MS-AR
Region: South
County: Shelby
Address: 5865 Ridgeway Center Pkwy
Time zone: CT (UTC-6)
Office locations

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