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, LLC provides personalized financial planning, investment management, and asset-allocation services to individuals, high‑net‑worth clients, corporations, trusts, and estates. The firm offers both discretionary and non‑discretionary portfolio management, financial planning engagements, and specialized management for fee‑based annuity contracts, and it also serves as a co‑advisor with third‑party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerance, documents client goals in investment policy or risk‑tolerance statements, and performs periodic account reviews with more frequent oversight when conditions warrant. It operates across multiple platforms—partnering with third‑party managers and fund platforms—to deliver ongoing portfolio supervision or standalone planning work depending on client needs. What is noteworthy is the firm’s affiliation with an independent insurance business: its principal spends a substantial portion of time as a licensed insurance agent, a relationship the brochure discloses as a potential conflict of interest. The firm also expressly provides ongoing management of annuity contracts (including directing carrier elections and fee payments) and receives co‑advisor/referral fees from certain third‑party platforms—arrangements it discloses and manages through written policies and fiduciary procedures.

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.