COKER & PALMER, INC.
Legal name: COKER & PALMER
CRD #29163 SEC #801-77645 JACKSON, MS 601-354-0860
SEC Registered Broker-Dealer Disclosures
Total AUM
$244.1M
Discretionary
$244.1M
Employees
13
Clients
26
Accounts
428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $244.1M | $244.1M | $0 | 13 | 2 |
| Apr 2024 | $791.5M | $224.4M | $567.2M | 16 | 2 |
| Mar 2024 | $791.5M | $224.4M | $567.2M | 16 | 2 |
| Mar 2023 | $136.8M | $136.8M | $0 | 18 | 2 |
| Jan 2023 | $395.4M | $395.4M | $0 | 25 | 2 |
| Nov 2022 | $395.4M | $395.4M | $0 | 25 | 2 |
| Mar 2022 | $395.4M | $395.4M | $0 | 25 | 2 |
| Mar 2021 | $284.3M | $284.3M | $0 | 29 | 6 |
| Mar 2021 | $284.3M | $284.3M | $0 | 29 | 6 |
| Jun 2020 | $173.2M | $173.2M | $0 | 29 | 616 |
| Mar 2020 | $173.2M | $173.2M | $0 | 29 | 616 |
| Mar 2019 | $186.5M | $186.5M | $0 | 34 | 591 |
| Feb 2018 | $173.2M | $173.2M | $0 | 36 | 520 |
| Feb 2017 | $150.8M | $150.8M | $0 | 35 | 500 |
| Feb 2016 | $132.8M | $132.8M | $0 | 33 | 500 |
| Sep 2015 | $120M | $120M | $0 | 30 | 400 |
| Mar 2015 | $120M | $120M | $0 | 30 | 400 |
| Jun 2014 | $110M | $110M | $0 | 30 | 400 |
| Feb 2013 | $110M | $100M | $10M | 30 | 400 |
DateMar 2025
Total AUM$244.1M
Discretionary$244.1M
Non-Disc.$0
Employees13
Clients2
DateApr 2024
Total AUM$791.5M
Discretionary$224.4M
Non-Disc.$567.2M
Employees16
Clients2
DateMar 2024
Total AUM$791.5M
Discretionary$224.4M
Non-Disc.$567.2M
Employees16
Clients2
DateMar 2023
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees18
Clients2
DateJan 2023
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees25
Clients2
DateNov 2022
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees25
Clients2
DateMar 2022
Total AUM$395.4M
Discretionary$395.4M
Non-Disc.$0
Employees25
Clients2
DateMar 2021
Total AUM$284.3M
Discretionary$284.3M
Non-Disc.$0
Employees29
Clients6
DateMar 2021
Total AUM$284.3M
Discretionary$284.3M
Non-Disc.$0
Employees29
Clients6
DateJun 2020
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees29
Clients616
DateMar 2020
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees29
Clients616
DateMar 2019
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees34
Clients591
DateFeb 2018
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees36
Clients520
DateFeb 2017
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees35
Clients500
DateFeb 2016
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees33
Clients500
DateSep 2015
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees30
Clients400
DateMar 2015
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees30
Clients400
DateJun 2014
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees30
Clients400
DateFeb 2013
Total AUM$110M
Discretionary$100M
Non-Disc.$10M
Employees30
Clients400