Cochran Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,997,340
Clients
13
46% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$1,076,718
About
Cochran Wealth is a fee-only financial planning and investment advisory firm that serves individuals as well as institutional clients, including corporate pension and profit-sharing plans and other investment advisers. The firm provides comprehensive financial planning, customized Investment Policy Statements (IPS), discretionary portfolio management, pension consulting for employee benefit plans, and specialized services such as concentrated stock management and stock option analysis.
The firm develops client-specific financial plans and IPS documents and typically requests discretionary authority to implement portfolios that reflect clients’ income, liquidity, tax considerations, risk tolerance and time horizon. Cochran Wealth uses a blend of passive and active strategies, cost-structure analysis, fundamental and technical methods, and may employ options (including writing options) and third‑party managers when appropriate; client assets are custodied through Schwab Institutional and Cochran Wealth may aggregate trades for block execution.
Noteworthy for a solo independent advisor, Cochran Wealth explicitly offers ongoing pension consulting for 401(k) and other employee benefit plans and provides services to other investment advisers—services that are less common among peers. The firm is led by a CFA charterholder and manages roughly $14 million for a small number of client relationships, combining traditional wealth-planning services with institutional plan consulting.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Concentrated stock management
Stock option exercise strategy
Charitable giving & philanthropy
Cash flow / budgeting
Fee options
Fixed fees generally range from $4,000 to $15,000 on a project basis
$0 - $1,000,000: 0.85% $1,000,000 - $5,000,000: 0.65% $5,000,000+: 0.35%
$250 to $400 per hour
Minimum fee: $3,000 per year (minimum fee, may be waived at Principal's discretion) Fee-only: Fee-only financial planning and investment advisory services; no commissions accepted
Most active in
Cochran Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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