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COIGN CAPITAL ADVISORS LLC

DRAPER, UT · CRD 171306 · IAPD ↗ · coigncapital.com · 801-676-4570

$472.9MRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
March 2026 — COIGN CAPITAL ADVISORS LLC reported RAUM up 47% ($321.0M -> $472.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — COIGN CAPITAL ADVISORS LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.