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COKER & PALMER

JACKSON, MS · CRD 29163 · IAPD ↗ · cokerpalmer.com · 601-354-0860

$126.3MRegulatory AUM
7Advisory reps
8Employees
2Clients
26-50Planning clients
0Private funds
10States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — COKER & PALMER (JACKSON, MS) left the SEC roster (was $126.3M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2026 — COKER & PALMER reported RAUM down 48% ($244.1M -> $126.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2026 — COKER & PALMER shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2025 — COKER & PALMER reported RAUM down 69% ($791.5M -> $244.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2024 — COKER & PALMER added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — COKER & PALMER crossed $500M in regulatory AUM ($136.8M -> $791.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.