A complete list of active advisors currently associated with Cothran Capital, LLC

Warmer can help you find a great advisor at Cothran Capital, LLC or one who fits your needs even better.

Cothran Capital provides personalized financial planning, asset allocation, and portfolio management services to individuals, high‑net‑worth clients, corporations, trusts, and estates. Services include discretionary and non‑discretionary investment management, financial planning and consulting, co‑advisor arrangements with third‑party managers, and management of fee‑based annuity contracts. The firm’s investment work draws on fundamental, technical, and cyclical analysis and is implemented through documented investment policy statements and periodic reviews, with discretionary trading used where authorized. Cothran places client assets on several third‑party platforms (including Matson Money, a Beacon arrangement, and an American Funds service) and supplements its workflows with an AI tool called Hazel from Altruist, with human review of AI outputs before use in client recommendations. What is distinctive about the firm is its affiliation with an insurance business: a principal is a licensed insurance agent who spends a significant portion of time in that activity, and the firm discloses and manages related conflicts of interest. The firm also commonly acts as a co‑advisor across multiple platforms and directly manages annuity contracts (including directing carriers on interest strategy selections and fee withdrawals), practices that are less common among similarly sized supported advisers.

To learn more about the advisors currently working at Cothran Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Charles Cothran	Memphis, TN	15
Jacob Cothran	Memphis, TN	4

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