Wealth Manager
    SEC Registered
    Manages Private Funds

    Coker & Palmer

    Registered investment advisor · Jackson, Mississippi · CRD #29163

    Assets Under Management
    $126M
    Client Accounts
    216
    Employees
    8
    CRD Number
    29163
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Coker & Palmer

    Coker & Palmer is a SEC-registered investment advisory firm headquartered in Jackson, Mississippi, managing approximately $126M in regulatory assets across 216 client accounts. The firm's full regulatory record is filed with the SEC under CRD #29163.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Coker & Palmer's AUM?

    Coker & Palmer reports approximately $126M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Coker & Palmer headquartered?

    Coker & Palmer is headquartered in Jackson, Mississippi.

    What is Coker & Palmer's CRD number?

    Coker & Palmer's CRD number is 29163. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Coker & Palmer manage?

    Coker & Palmer manages approximately 216 client accounts according to its latest SEC filing.

    Is Coker & Palmer SEC registered?

    Yes, Coker & Palmer is registered with the SEC as an investment adviser with an approved registration status.

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