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- Custodian
- Altruist · Charles Schwab & Company · Wells Fargo
- Clients
- Retail
- Platforms
- Zenith glacier
- Established Date
- 12-01-2010
- Office Locations
- 1
Office Locations
About Cothran Capital, LLC
Cothran Capital, LLC is a Memphis, TN–based registered investment adviser serving retail clients, including entrepreneurs. The firm provides financial planning and investment management, with portfolio construction and risk/asset-allocation support, plus tax, estate, and insurance planning as needed. Portfolios are implemented primarily with public funds and some ETFs, and the firm custodians with platforms including Charles Schwab and Altruist.
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Owner & Executives
CHARLES BRYAN COTHRAN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5850473
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jacob A Cothran
Financial Advisor
- CRD
- #7495825
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,908,790 | -- |
| Non-Discretionary | $6,174,545 | -- |
| Total | $36,083,335 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,083,335
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,664,163,024 | 50.3% |
| Equity - Exchange | $730,923,454 | 13.8% |
| Cash | $1,901,460,290 | 35.9% |
| Total | $5,296,546,768 | 100.0% |