Charles Cothran is a financial advisor at Cothran Capital, LLC in Memphis, TN, with 15 years of industry experience. He holds a Series 65 designation and has been with Cothran Capital since 2010. In addition to his advisory role, he owns and operates Cothran Insurance, where he spends approximately half of his time as a licensed insurance agent. Cothran Capital provides personalized financial planning, asset allocation, and portfolio management services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm employs fundamental, technical, and cyclical analysis, supported by documented investment policy statements and periodic reviews, and integrates AI tools alongside human oversight.

Jacob Cothran is a Certified Financial Planner (CFP®) and holds a Series 65 license with four years of industry experience. He currently serves as a principal at Cothran Capital, LLC and operates as a sole proprietor. Prior to founding his advisory practice, he worked at McKinney Drilling Company for five years. Cothran is also a licensed insurance agent, dedicating a substantial portion of his professional time to that activity. Cothran Capital, LLC provides personalized financial planning, asset allocation, and portfolio management services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm utilizes fundamental, technical, and cyclical analysis within a structured investment framework and offers both discretionary and non-discretionary management across multiple platforms, including co-advisory arrangements and management of fee-based annuity contracts.