# Coign Capital Advisors LLC

> Coign Capital Advisors LLC is an SEC-registered investment advisory firm in Draper, UT, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 171306
- Filed as: COIGN CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Draper, UT
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171306
- AdvisorCensus page: https://advisorcensus.com/firm/coign-capital-advisors-llc-draper-ut-171306

## Quick answers

**How is Coign Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Coign Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Coign Capital Advisors LLC located?**
Coign Capital Advisors LLC's principal office is in Draper, UT, according to its Form ADV.

**Is Coign Capital Advisors LLC registered with the SEC or a state?**
Coign Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 171306.

**How much does Coign Capital Advisors LLC manage?**
Coign Capital Advisors LLC reports $472,945,488 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**How have Coign Capital Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Coign Capital Advisors LLC: Regulatory assets under management: $248,487,614 in the October 2021 data and $472,945,488 in the October 2026 data, up 90%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Coign Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (252); high net worth individuals (175); other (39).

**Which custodians does Coign Capital Advisors LLC use?**
Coign Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Coign Capital Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171306

**What changed in Coign Capital Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 7 to 6. Regulatory assets under management went from $321,005,590 to $472,945,488 (+47%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $472,945,488
- Discretionary: $472,945,488
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 252 | $62,108,401 |
| High net worth individuals | 175 | $303,087,181 |
| Other | 39 | $107,749,906 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, NC, NV, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coigncapital.com
- Facebook @COIGNCAPITAL
- Instagram @coigncapital
- LinkedIn @3755720
- X @coigncapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $248,487,614 | 8 | September 7, 2021 |
| October 2022 | $316,334,125 | 8 | April 22, 2022 |
| October 2023 | $278,904,679 | 8 | September 8, 2023 |
| October 2024 | $287,876,151 | 6 | March 18, 2024 |
| October 2025 | $321,005,590 | 7 | March 13, 2025 |
| October 2026 | $472,945,488 | 8 | February 5, 2026 |

Regulatory assets under management: $248,487,614 in the October 2021 data and $472,945,488 in the October 2026 data, up 90%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $321,005,590 to $472,945,488 (+47%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coign Capital Advisors LLC (CRD 171306): Form ADV filing data as of October 2026.