RIA Intel›Advisers›Tennessee›COTHRAN CAPITAL, LLC

COTHRAN CAPITAL, LLC

Advisory

MEMPHIS, TN

Data as of Jul 30, 2026 · Source: SEC Form ADV

Average account

$171K

across 211 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 30, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$30M

Non-Discretionary AUM$6M

Discretionary %82.9%

Total Clients145

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

145 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

HILLVALE WEALTH MANAGEMENT, LLC

$36M

LORI A. DODSON AND ASSOCIATES, LLC

$36M

MOORE WEALTH PARTNERS, LLC

HENDERSONVILLE, TN

$36M

MALT PARTNERS MANAGEMENT LLC

$36M

LAKELAND WEALTH MANAGEMENT LLC

$36M

ROSEMARY FRANK FINANCIAL, LLC

$37M

Get the full picture on COTHRAN CAPITAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track COTHRAN CAPITAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans