Investment adviser · CRD 29163

COKER & PALMER

Investment adviser filing (IA)

COKER & PALMER, INC.

JACKSON, MS, United States · Form ADV filed Mar 24, 2026

Regulatory AUM
$126M
Form ADV · Item 5.F
Client accounts
216
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
7
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals40$73,836,31458.5%
Individuals173$36,844,64729.2%
Other clientsFewer than 5$15,000,00011.9%
Investment companies2$542,5260.4%
Charities1$100,0000.1%
Filing source

Form ADV 2070449 · Mar 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

THE NEW SOUTH FUNDHedge Fund · Last reported Feb 2, 2016$500KGross asset value

Form D fundraising filings

New South Fund, L.P.

Auditor HADDOX REID BURKES & CALHOUN JACKSON, Mississippi, United States
Custodian J.P. MORGAN CLEARING CORP. BROOKLYN, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

J.P. MORGAN CLEARING CORP.
SEC 8-43724

Fund details & source
Fund ID
805-8835687183
Reported beneficial owners
7
Minimum commitment
$50K
Form D file number
021-169963

Form ADV 970147 · Feb 2, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Commissions

Principal office

1667 LELIA DRIVE
JACKSON, MS, 39216, United States

CRD 29163

Filing source

Form ADV 2070449 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.