Cochran Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cochran Wealth Management provides discretionary and non‑discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth individuals, families, and small businesses. Services listed in the brochure include retirement planning, investment allocation analysis, cash‑flow and budgeting guidance, education funding strategies, risk management and insurance review, estate planning coordination, and business financial consulting.
The firm constructs diversified, cost‑conscious portfolios primarily using ETFs, mutual funds, and cash equivalents and applies a mix of fundamental, technical, and quantitative analysis to set strategic asset allocations with modest tactical adjustments. Cochran Wealth operates as a fee‑only adviser and tailors advice to each client’s goals and risk profile; the brochure also indicates the firm conducts educational seminars and workshops as part of its client outreach.
Noteworthy features for a firm of this size include that it was launched in 2025, had no assets under management as of April 8, 2026, and is led by an early‑career principal who completed a finance degree in 2025 and holds the Series 65. The firm is in the process of establishing a custodial relationship (the brochure names a preferred custodian) and does not accept proxy voting authority, operational details that may affect how clients handle custody and proxy matters.
Client services
Expertise
Fee options
Financial planning services may be charged as a fixed fee ranging from $1,000 to $10,000.
$0 - $500,000: 1.15% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
Financial planning services charged hourly ranging from $150 to $400 per hour.
Fee-only: Advisory fees based on assets under management at rates per fee tiers; no commissions charged.
Main office
Martinsville OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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