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COIGN CAPITAL ADVISORS LLC
CRD 171306File 801-112895
APPROVED
Retail clients
Custody
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$472.9M
Above cohort median (national)
Discretionary AUM
$472.9M
Clients
427
1,015 accounts
Employees
8
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 19, 2018
- Principal office
- 12012 SOUTH 700 E., SUITE 100, DRAPER, UT, 84020
- Phone
- 801-676-4570
- Website
- HTTP://WWW.COIGNCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $472.9M
- Discretionary AUM
- $472.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,015
- Non-discretionary accounts
- 0
- Total accounts
- 1,015
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 175 | $303.1M |
| Individuals (other than high net worth individuals) | 252 | $62.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 466 | 427 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.