DFX Intelligence
Data Factory
Reading the graph
Reading the graph
COKER & PALMER, INC., CRD 29163
JACKSON, MS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES DAVID COKER | Chartered Financial Analyst | JACKSON, MS | New Orleans, LA | Jackson, MS | 15 | 42 | n/a | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| THE NEW SOUTH FUND | Hedge Fund | $500,000 | Feb 2, 2016 | 7 | Feb 7, 2013 | dropped | 021-169963 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BYERS, MICHEAL ALLEN | Principal | Na | yes | 10/2021 | Mar 17, 2022 | Apr 4, 2024 |
| COKER, JAMES DAVID | CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OPERATIONS OFFICER / CHIEF LEGAL OFFICER / CCO/PRESIDENT | E | yes | 09/1991 | Feb 7, 2013 | Apr 4, 2024 |
| GHEE, LORELI ANN | COMPLIANCE OFFICER | Na | no | 10/2021 | Mar 17, 2022 | Apr 4, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| MUSCLE SHOALS | Al | United States | 1 | yes |
| Covington | La | United States | 1 | yes |
| NEW ORLEANS | La | United States | 1 | yes |
| n/a | n/a | n/a | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $126M | $126M | 8 | 7 | 3 | n/a | n/a |
| 2024 | Mar 11, 2025 | $244M | $244M | 13 | 10 | 4 | n/a | n/a |
| 2023 | Mar 19, 2024 | $792M | $224M | 16 | 10 | 4 | n/a | n/a |
| 2022 | Mar 15, 2023 | $137M | $137M | 18 | 9 | 2 | n/a | n/a |
| 2021 | Mar 17, 2022 | $395M | $395M | 25 | 13 | 2 | n/a | n/a |
| 2020 | Mar 29, 2021 | $284M | $284M | 29 | 12 | 1 | n/a | n/a |
| 2019 | Mar 30, 2020 | $173M | $173M | 29 | 10 | 0 | n/a | n/a |
| 2018 | Mar 26, 2019 | $187M | $187M | 34 | 12 | 1 | n/a | n/a |
| 2017 | Feb 28, 2018 | $173M | $173M | 36 | 10 | 1 | n/a | n/a |
| 2016 | Feb 23, 2017 | $151M | $151M | 35 | 10 | n/a | n/a | n/a |
| 2015 | Feb 2, 2016 | $133M | $133M | 33 | 10 | n/a | 1 | $500,000 |
| 2014 | Mar 11, 2015 | $120M | $120M | 30 | 6 | n/a | 1 | $500,000 |
| 2013 | Jun 3, 2014 | $110M | $110M | 30 | 6 | n/a | 1 | $500,000 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 6 | -6 | 600.0% | 0 | 6 | 0 | 0 | 11 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $126M | $244M | -48.2% | $137M | -2.6% | 8 | 13 | 3 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MOORS & CABOT, INC | 2 | Jul 17, 2026 | Jul 20, 2026 | NEW ORLEANS, LA | Team lift out | RIA to ibd | 28.6% |
| MOORS & CABOT, INC | 3 | Jul 17, 2026 | Jul 20, 2026 | JACKSON, MS | Team lift out | RIA to ibd | 42.9% |
| COMMONWEALTH FINANCIAL NETWORK | 3 | Jun 25, 2025 | Jun 2, 2025 | JACKSON, MS | Team lift out | RIA to ibd | 30.0% |
| RESOLUTE WEALTH STRATEGIES, LLC | 3 | Jul 28, 2022 | Aug 15, 2022 | JACKSON, MS | Team lift out | RIA to new firm | 20.0% |