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| Happy Holidays!! thanks for using AUM13F!! |
| Coker & Palmer Inc
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| CRD # | 29163 |
| SEC # | 801-77645 |
| CIK # | |
| AUM | $244.1 M (2025-03-11) |
| Employees | 13 (77% Investors, 100% Brokers) |
| Phone | 601-354-0860 |
| Address | 1667 Lelia Drive Jackson, MS 39216 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | The New South Fund | [2013-02-07] | 0.5 | 0.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 39.9 |
| (b) Individuals (high net worth individuals) | 166 | 144.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.6 |
| (h) Charitable organizations | 3 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 2.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 26.3 |
| (n) Other | 2 | 23.0 |
| Total | 428 | 244.1 |
| By Discretionary | ||
| Discretionary | 428 | 244.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 428 | 244.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.1 | |
| Total | 428 | 244.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| J Coker | 6 | ||
| James Palmer | 6 | ||
| Palmer Inc Coker | 2 |
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|---|---|---|
|
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✚
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OH | 0.3 |
|
AVOS Capital Management LLC
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0.3 | |
|
JCP Investment Management LLC
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TX | 0.3 |
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Winebrenner Capital Management LLC
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KY | 0.2 |
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Game Creek Capital LP
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MA | 0.2 |
|
Broadmark Asset Management LLC
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TX | 0.2 |
|
Schear Investment Advisers LLC
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|
OH | 0.2 |
|
Commerce Advisors LLC
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TN | 0.2 |
|
Garrison Murphy Wealth Management LLC
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|
0.2 | |
|
Washington Growth Strategies LLC
✚
|
DC | 0.2 |