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COKER & PALMER
Legal name: COKER & PALMER, INC.
CRD 29163File 801-77645
APPROVED
Retail clients
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.3M
Bottom 25% of cohort (national)
Discretionary AUM
$126.3M
Clients
216
216 accounts
Employees
8
Bottom 25% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 25, 2013
- Principal office
- 1667 LELIA DRIVE, JACKSON, MS, 39216
- Phone
- 601-354-0860
- Website
- HTTP://WWW.COKERPALMER.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.3M
- Discretionary AUM
- $126.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 216
- Non-discretionary accounts
- 0
- Total accounts
- 216
- AUM per client
- $585K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $543K |
| Charitable organizations | 1 | $100K |
| High net worth individuals | 40 | $73.8M |
| Individuals (other than high net worth individuals) | 173 | $36.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.