Coker & Palmer, Inc.
● SEC registered since 2013CRD 29163SEC# 801-77645Jackson, MS
Reg. AUM
$126.3M
Employees
8
Accounts
216
Location
Jackson, MS
Coker & Palmer, Inc. assets under management
Coker & Palmer, Inc. is a registered investment adviser overseen by the SEC based in Jackson, MS. The firm has been registered since 2013. It reports $126.3 million in regulatory assets under management and employs 8 people.
Coker & Palmer, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James David Coker Control | Chief Executive Officer / Chief Financial Operations Officer / Chief Legal Officer / Cco/President | Over 75% | 1991 |
| Loreli Ann Ghee | Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Coker & Palmer, Inc. manage?
Coker & Palmer, Inc. reports $126.3 million in regulatory assets under management on its Form ADV.
How many employees does Coker & Palmer, Inc. have?
Coker & Palmer, Inc. reports 8 employees.
Where is Coker & Palmer, Inc. located?
Coker & Palmer, Inc. is based in Jackson, MS and has been SEC-registered since 2013.
Does Coker & Palmer, Inc. disclose fund performance?
Coker & Palmer, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1667 Lelia Drive, Jackson, MS 39216 |
| Phone | 601-354-0860 |
| Fax | 601-354-0857 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$126.3M▼ 48%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$126.3Mregulatory AUM
Discretionary $126.3M