COKER & PALMER, INC.
A73
CRD 29163·SEC 801-77645·JACKSON, MS
AUM
$126.3M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$379K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $186.5M
'21 · $173.2M
'22 · $284.3M
'23 · $395.4M
'25 · $244.1M
'26 · $126.3M
'20'26
$186.5M → $126.3M▼ -32%
Client mix
| Individuals Other | 173 |
| Individuals High Net Worth | 40 |
| Investment Companies | 2 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 12 advisors
'21 · 10 advisors
'22 · 12 advisors
'23 · 13 advisors
'25 · 10 advisors
'26 · 7 advisors
'20'26
12 advisors → 7 advisors▼ -42%
Branches
| Count | 5 |
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (31)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
812 BEAUMONT DRIVEC/O REED INGRAM - REED INGRAM, CPAMADISON, MS 39110
Business
812 BEAUMONT DRIVEC/O REED INGRAM - REED INGRAM, CPAMADISON, MS 39110
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 6,151 |
| Returns | 470 |
Stub 2
| AGI | 11,889 |
| Returns | 330 |
Stub 3
| AGI | 12,111 |
| Returns | 200 |
Wayback Closest Snapshot Url
http://web.archive.org/web/20250504191000/https://cokerpalmer.com/