COTHRAN CAPITAL, LLC

Overview

Cothran Capital, LLC is an independent, owner-operated RIA focused on serving individual and family clients. The firm blends financial planning with discretionary portfolio management and also acts as a capital allocator, selecting third‑party advisers and managers when appropriate. Its advisory services include standard wealth-management functions—ongoing portfolio oversight, goal-driven planning and manager selection—alongside hourly and fixed-fee engagements in addition to percentage-of-AUM billing. Investment activity centers on pooled public vehicles, with the firm showing a clear preference for mutual funds and other public funds as the dominant portfolio building blocks. Cothran Capital is not positioned as an active ESG investor and does not operate as a multi-state adviser. The firm has an affiliation with an insurance company, and that relationship appears to feed into its use of annuity products as part of client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices