Adam Lefler has been Managing Member of Coign Capital Advisors since October 2022, is not listed as a control person, but directly owns between 5% and 10% of the firm. Adam Lefler holds a Bachelor's degree in Economics from the University of Utah and a Master of Science in Finance from the University of Utah.
Coign Capital Advisors LLC is a Draper, UT firm with $473M under management, 466 clients and 6 advisers in one office, as of its February 2026 filing.
Adam G. Lefler is Partner and Wealth Advisor of Coign Capital Advisors, based in Draper, UT. He has over 15 years of experience in comprehensive financial planning, wealth management, retirement income strategies and investment research. He began advising his own clients after earning his Bachelor's degree in Economics in 2010.
Adam Lefler’s longest registration is the current one, 12 years at Coign Capital Advisors since 2014. Before joining Coign Capital Advisors in 2014, Adam Lefler was registered through Ameriprise Financial Services, Inc.
- Coign Capital Advisors LLCCurrent– present · 12 yearsDraper, UT · Adviser representative · Firm CRD 171306
- Ameriprise Financial Services, Inc.– · 3 yearsDraper, UT · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Adam Lefler is registered as an investment adviser representative in Utah, since May 2014.
- UtahSince 2 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 September 2010 |
| Series 7 | General Securities Representative Examination | 6 May 2010 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Gayle Lefler
- CRD
- 5607057
- Firm
- Coign Capital Advisors · CRD 171306
- Role
- Managing Member
- Office
- 12012 SOUTH 700 E., SUITE 100, Draper, UT 84020
- Registration
- Investment adviser registration
- In the industry since
- September 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coigncapital.com
Where does Adam Lefler work?
Adam Lefler has been Managing Member of Coign Capital Advisors LLC since October 2022.
Is Adam Lefler a financial advisor?
Yes. Adam Lefler has a current investment-adviser registration in Utah, through Coign Capital Advisors since May 2014.
How many years of experience does Adam Lefler have?
Adam Lefler has 16 years in the financial industry, since September 2010, across 2 adviser firms.
What exams has Adam Lefler passed?
Adam Lefler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2010.
Where is Adam Lefler based?
Adam Lefler’s registered office is in Draper, UT.
Is Adam Lefler registered with FINRA?
No. Adam Lefler has no current broker registration.
How can I verify Adam Lefler’s record?
Search CRD 5607057 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Lefler’s full registration record.
