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William Nicholas Cohron III

Advisor at Kovack Advisors, Inc. — Satsuma, AL

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Satsuma, AL 36572

Kovack Advisors, Inc. logo

Kovack Advisors, Inc.

Multi-team

Total advisors

243

Across 125 offices

Clients per advisor

53 Typical

Avg AUM per client

$433,120 Low

HNW client ratio

12% Low

About

William Cohron III is a financial advisor at Kovack Advisors, Inc. with 34 years of industry experience. He previously worked at Morgan Stanley DW Inc. for seven years before joining Kovack Advisors and its affiliated securities firm. Outside of his advisory role, he is president of Benefits Solutions Group, Inc., a company providing insurance sales, payroll, employee assistance programs, and 403(b) compliance solutions, and he authors a Christian children's allegory book series through his media company, Awesum Media. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a risk-tolerance based investment process that uses both internal models and third-party managers.

Client services

Based on Kovack Advisors, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kovack Advisors, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kovack Advisors, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning services negotiated per engagement; initial consultations and plan updates may have fixed fees.

Percentage

Negotiable up to 2.90% annually (can be flat percentage, tiered schedule, or other break points as agreed)

Commissions

Clients may pay commissions on securities transactions when IARs are Registered Representatives of affiliated broker-dealer KSI; includes 12b-1 fees for mutual funds, insurance commissions, and other related compensation separate from advisory fees.

Project-based

Hourly financial planning fees up to $350 per hour maximum (negotiable).

Other

Account minimum: $10,000 to $100,000 (minimums generally range in this interval and can be waived; varies by account option)

Location

See office

Satsuma, AL

5358 Old Highway 43

Satsuma AL 36572

Advisors at this office

1

Most active in

Alabama · Texas

Work history

34 years of industry experience

Kovack Advisors, inc.

2006 - Present • 20 years

Ft. Lauderdale, FL

Kovack Securities, Inc

2005 - Present • 21 years

Ft. Lauderdale, FL

Morgan Stanley Dw Inc.

1998 - 2005 • 7 years

Mobile, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Celia B

CFP®, Series 63

Mobile, AL

Celia Mann Baehr, CFP

Celia Baehr is a CFP® with 43 years of industry experience, currently operating as the sole advisor at Celia Mann Baehr, CFP in Mobile, Alabama. She previously worked at LPL Financial LLC for 26 years before founding her independent advisory firm in 2014. Outside of her advisory work, Baehr serves as President and CEO of the Mobile Symphony, a nonprofit organization. Her firm provides investment advisory and portfolio management services to individuals and small businesses, offering tailored financial planning and investment strategies across a range of asset classes. The firm employs a disciplined approach with regular account reviews and emphasizes client-specific suitability and investment restrictions.

Annuities
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William B

Series 65

Mobile, AL

Brigham Jr., William H.

William Brigham is the sole advisor at Brigham Jr., William H., an independent firm based in Mobile, Alabama. He holds a Series 65 designation and has 22 years of industry experience, having worked at his current firm since 1996. Outside of his advisory work, he co-owns and helps manage a family farm in Mobile County. The firm provides discretionary portfolio management to individuals, trusts, and estates, focusing on long-term capital appreciation through investments in mutual funds, ETFs, equities, and fixed-income securities. Its investment approach relies on fundamental analysis and a multi-year holding horizon, serving a small client base with individualized oversight.

Active portfolio management
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John C

Series 63, Series 65

Mobile, AL

Kairos Asset Advisory, LLC

John Cocke is the sole advisor at Kairos Asset Advisory, LLC in Mobile, Alabama, holding Series 63 and Series 65 credentials with 17 years of industry experience. He has led Kairos Asset Advisory since 2010. Outside of his advisory role, he serves as CFO on a part-time, unpaid basis for his wife's marketing and design business. Kairos Asset Advisory manages approximately $18.6 million for a select group of individual and institutional clients, including pension and Taft–Hartley plans, charitable foundations, and corporations. The firm employs a fundamentally driven, valuation-oriented investment approach across a range of asset classes and provides discretionary portfolio management, financial planning, and pension consulting services.

Active portfolio management Private / alternative investments Options & derivatives strategies Real estate investing
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Jordan J

Series 65

Mobile, AL

Medora Value Equity, LLC

Jordan Jones is a financial advisor with Medora Value Equity, LLC in Mobile, Alabama, holding a Series 65 designation and 10 years of industry experience. He has been with Medora Partners, LLC and Medora Value Equity, LLC since 2016. Jones serves as chairman of the board of JOD Holdings, LLC, a coal mining business, and is a director for ElbFeeder, Inc., a containership owning company. Medora Value Equity, LLC manages discretionary, concentrated global value equity portfolios primarily for high-net-worth individuals, institutions, trusts, partnerships, and family offices. The firm employs a value-oriented approach with typically 10–20 holdings and pursues multi-year returns through fundamental analysis, often investing across capitalization ranges including less liquid instruments and using derivatives where beneficial.

Concentrated stock management Active portfolio management
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Matt W

Series 63, Series 65

Mobile, AL

Williams Financial Group

Matt Williams is a financial advisor at Williams Financial Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Aptus Capital Advisors, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory work, he serves as a director of the Legacy Foundation at Cottage Hills Baptist Church. Williams Financial Group serves individual investors, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management and financial planning services, employing both discretionary and non-discretionary strategies that utilize equities, ETFs, bonds, options, and model portfolios.

Business succession planning Charitable giving & philanthropy Divorce financial planning
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Meredith N

Series 65

Mobile, AL

Williams Financial Group

Meredith Nowell is a financial advisor at Williams Financial Group in Mobile, AL, holding a Series 65 designation with three years of industry experience. Prior to joining Williams Financial Group in 2023, she worked at All In Credit Union from 2020 to 2023 and has held roles outside the financial industry. Williams Financial Group serves individual clients, including high-net-worth households, as well as small businesses, trusts, and estates. The firm offers portfolio management, financial planning, and consulting services, employing a systematic investment approach that combines technical and fundamental analysis and includes its own wrap fee program.

Business succession planning Charitable giving & philanthropy Divorce financial planning
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