Cothran Capital, LLC

Charles Cothran is a financial advisor at Cothran Capital, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at 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, LLC provides personalized financial planning, investment management, and asset-allocation services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management along with specialized services such as fee-based annuity contract management.

Jacob Cothran is a CFP® and Series 65 licensed advisor with four years of industry experience. He is the principal of Cothran Capital, LLC and also operates as a sole proprietor. Prior to his advisory career, he worked at McKinney Drilling Company for five years. Outside of his advisory work, he is a licensed insurance agent, dedicating a substantial portion of his time to that activity. Cothran Capital, LLC provides personalized financial planning, investment management, and asset-allocation services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm employs a combination of fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary portfolio management, and partners with third-party managers to tailor strategies according to client objectives and risk tolerance.