Cochran Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Cochran Wealth Management LLC serves individuals, high-net-worth individuals, families, and businesses, providing discretionary and non‑discretionary portfolio management alongside comprehensive financial planning services such as retirement planning, cash‑flow and budgeting guidance, education funding strategies, estate planning coordination, and small business financial consulting. The firm is fee‑only and is compensated primarily through percentage‑of‑assets‑under‑management fees while typically constructing portfolios using ETFs, mutual funds, and cash equivalents.
The firm’s investment process combines fundamental, technical, and quantitative analysis to build diversified portfolios that emphasize strategic asset allocation, modest tactical adjustments, passive low‑cost indexing, and a long‑term focus. Cochran Wealth reviews accounts periodically (formally at least quarterly), may rebalance based on client objectives or market conditions, and does not employ margin, derivatives, or highly leveraged strategies.
Cochran Wealth is a newly launched, state‑registered adviser that reported no assets under management as of April 8, 2026, and the founder is a recent finance graduate who holds the Series 65 and also works as a substitute teacher. The firm highlights educational outreach through seminars or workshops (an uncommon offering among peers), plans to recommend but is not yet fully paired with a custodian relationship, and discloses no broker‑dealer or other material industry affiliations.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $1,000 to $10,000
$0 - $500,000: 1.15% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
$150 to $400 per hour for financial planning services
Fee-only: Fees based solely on advisory fees; no commissions charged.
Main office location
Cochran Wealth Management LLC
Martinsville OH, United States
Number of offices
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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