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Cochranmickels Retirement Specialists, LLC

Cochranmickels Retirement Specialists, LLC. CRD 327837

Cochranmickels Retirement Specialists, LLC logo

CRD: 327837

Cochranmickels Retirement Specialists, LLC

Huntsville, AL, 35816
2564174870
$30.3M Total AUM
$29.6M Disc. AUM
-- 3Y CAGR
3 Employees
84 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail
Platforms
--
Established Date
08-09-2023
Office Locations
1

Office Locations

4801 University Square Drive, Suite 26 Huntsville AL

About Cochranmickels Retirement Specialists, LLC

CochranMickels Retirement Specialists is a Huntsville, AL-based, fee-based fiduciary firm offering financial planning, investment management, and retirement and estate planning. The firm’s special focus is the distribution phase of retirement—building retirement income plans and coordinating ongoing portfolio and tax strategy to help clients transition confidently into retirement—and it provides a Client Hub via Altruist.

Team overview

67 AVG AGE
$15.2M AVG AUM / ADVISOR
$360.9K AVG AUM / CLIENT
2.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Alpha Legacy Glacier Timber

Client Personas

Bridge Momentum

Custodian

Vertex Crest ember Unison Fusion Timber signal Glacier pathway

Investment Themes

Ridge foundation Peak Timber

Investment Vehicles

Pathway

Services

Alpha Unison Focus pathway Focus Beacon focus Fusion Eagle Crest quantum Zenith timber

Owner & Executives

MIKE HUGH MICKELS

MIKE HUGH MICKELS

Chief Compliance Officer, Managing Partner, President

CRD
#2761797
Ownership
50% but less than 75%
(642) 416-2617
oak.legacy@vitalcapital.com
in linkedin.com/in/prime-alpha
L

LUCAS JAMESON STAPLES

Director, DIRECTOR OF OPERATIONS, Trader

CRD
#6537791
Ownership
25% but less than 50%
(913) 490-8179
unison.element@pioneercapital.com
in linkedin.com/in/alpha-meridian

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $29,578,596 --
Non-Discretionary $734,203 --
Total $30,312,799 --

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Separately Managed Accounts

Total SMA Asset: $30,312,799

$30.3M Total SMA
Public Funds:
14.8%
U.S. Government/Agency:
26.4%
Equity - OTC:
11.7%
Equity - Exchange:
19.9%
Cash:
7.7%
Municipal Bonds:
19.5%
Asset class Assets Assets %
Public Funds $813,933,415 14.8%
U.S. Government/Agency $1,451,881,226 26.4%
Equity - OTC $643,447,362 11.7%
Equity - Exchange $1,094,410,470 19.9%
Cash $423,465,358 7.7%
Municipal Bonds $1,072,412,268 19.5%
Total $5,499,550,099 100.0%

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