Coker & Palmer
Coker & Palmer is an SEC-registered mass-market adviser in Jackson, MS with $126.3M assets under management (AUM, regulatory AUM), -48% over one year. See who owns Coker & Palmer: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 29163, SEC 801-77645, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $126.3M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Jackson, MS
- Employees
- 8
- Clients
- 214
- CRD
- 29163
- Ownership
- PALMER, JAMES YOUNG; BYERS, MICHEAL ALLEN; GHEE, LORELI ANN; COKER, JAMES DAVID
How much AUM does Coker & Palmer have?
Coker & Palmer reported $126.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Coker & Palmer?
Disclosed owners and executives of Coker & Palmer include PALMER, JAMES YOUNG, BYERS, MICHEAL ALLEN, GHEE, LORELI ANN, COKER, JAMES DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.