C
$126.3M Total AUM
$126.3M Disc. AUM
-2.6% 3Y CAGR
8 Employees
218 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 12-10-1991
- Office Locations
- 2
Office Locations
1667 Lelia DR Jackson MS
400 Poydras Suite 2100 NEW Orleans LA
About Coker & Palmer
Coker & Palmer is a Jackson-based RIA with 2 offices. The firm has been operating for 34 years. Managing $126.3M in total assets under management, with 7 advisory representatives. They custody assets with Jackson National Life. Services offered include 529 Plans, Asset Management, Estate Planning.
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$579.5K AVG AUM / CLIENT
14.4 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Meridian Bridge unison Radial insight
Client Personas
Zenith
Custodian
Signal Quantum alpha
Investment Themes
Focus Ember prime
Investment Vehicles
Legacy
Services
Ridge Prime peak Meridian Glacier Signal Beacon Vector wave
Technology
Vital
Owner & Executives
JAMES DAVID COKER
Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, President
- CRD
- #1238444
- Ownership
- 75% or more
(412) 770-9660
timber.value@unisoncapital.com
in linkedin.com/in/vertex-pathway
L
LORELI ANN GHEE
Compliance Officer
- CRD
- #1531910
- Ownership
- Less than 5%
(835) 599-7627
vital.unison@wavecapital.com
in linkedin.com/in/unison-atlas
Showing 2 of 2 owners & executives
Unlock allContacts
JULIE COOPWOOD CARPENTER
Financial Advisor
- CRD
- #1217183
(383) 446-1921
vital.atlas@vitalcapital.com
in linkedin.com/in/harbor-frontier
C
CLAIRE COFER FRIEDRICHS
Vice President
- CRD
- #2144703
(987) 429-2282
pioneer.momentum@horizoncapital.com
in linkedin.com/in/ember-optima
B
Bridge alpha
Timber zenith matrix
- CRD
- #66649
(989) 404-6842
summit.insight@deltacapital.com
in linkedin.com/in/alpha-timber
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,323,487 | $584,831 |
| Non-Discretionary | $0 | -- |
| Total | $126,323,487 | $584,831 |
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Separately Managed Accounts
Total SMA Asset: $125,780,961
Equity - Exchange:
11.3% Public Funds:
9.9% Cash:
28.2% U.S. Government/Agency:
29.9% Corporate - Investment Grade:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $107,499,726 | 11.3% |
| Public Funds | $94,181,176 | 9.9% |
| Cash | $268,273,652 | 28.2% |
| U.S. Government/Agency | $284,446,177 | 29.9% |
| Corporate - Investment Grade | $196,924,275 | 20.7% |
| Total | $951,325,006 | 100.0% |