Coker & Palmer is an SEC registered investment adviser organized as a corporation with a primary office location in Jackson, MS. Its latest Form ADV filing, dated March 24, 2026, reports $126M in regulatory assets under management, 8 employees, 3 offices, and 216 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
173
2
HNWI
18.5%
40
3
Investment Cos.
0.9%
2
4
Charitable
0.5%
1
Categories with <5 clients
RETIREMENT PLANS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of March 24, 2026
Discretionary100.0%
$126M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$126M
Total Accounts216
10Y AUM Change$-25M (-16.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee27:1
10Y Employee Change-27 (-77.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.