Coign Capital Advisors LLC

Overview

Coign Capital Advisors LLC is an SEC registered investment adviser based in Draper, UT, registered since 2018. It reports $473M in assets under management across 1,015 accounts, with 8 employees. It has 8 investment adviser representatives.

Reported AUM

$473M

Discretionary

100%

Accounts

1,015

Average account

$466K

Employees

8

Advisory reps

8

Registered since

2018

Jurisdictions

10

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Adam Gayle Lefler Managing Member CRD 5607057
• Courtland Michael Adams Managing Member CRD 6792902
• Daniel Zundel Managing Member CRD 6962967

1 more executive officer, with direct contact details

Advisory reps 3 of 8

• Courtland Michael Adams Investment Adviser Rep CRD 6792902
• Kyler Eric Brooksby Investment Adviser Rep CRD 7794991
• Adam Gayle Lefler Insurance Agent · Investment Adviser Rep CRD 5607057

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

12012 S 700 E Ste 100
Draper, UT 84020

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: coigncapital.com

Every state, with registration dates

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