Courtland Adams has been Managing Member of Coign Capital Advisors since October 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm. Courtland Adams holds a Degree in Economics 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.
Courtland Adams is Managing Partner of Coign Capital Advisors, based in Draper, UT. He chairs the Investment Committee, which oversees market research, asset allocation, risk management, due diligence on investment managers and ongoing monitoring of portfolio performance. He has over 10 years of experience in investments, taxes, estate planning and business succession.
- Coign Capital Advisors LLCCurrent– present · 8 yearsDraper, UT · Adviser representative · Firm CRD 171306
Investment adviser representative registrations
Courtland Adams is registered as an investment adviser representative in Utah, since June 2018.
- UtahSince 25 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Courtland Michael Adams
- CRD
- 6792902
- Firm
- Coign Capital Advisors · CRD 171306
- Role
- Managing Member
- Office
- 12012 S 700 E #100, Draper, UT 84084
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coigncapital.com
Where does Courtland Adams work?
Courtland Adams has been Managing Member of Coign Capital Advisors LLC since October 2022.
Is Courtland Adams a financial advisor?
Yes. Courtland Adams has a current investment-adviser registration in Utah, through Coign Capital Advisors since June 2018.
How many years of experience does Courtland Adams have?
Courtland Adams has 8 years in the financial industry, since June 2018, across 1 adviser firm.
What exams has Courtland Adams passed?
Courtland Adams passed the Series 65 in June 2018.
Where is Courtland Adams based?
Courtland Adams’ registered office is in Draper, UT.
Is Courtland Adams registered with FINRA?
No. Courtland Adams has no current broker registration.
How can I verify Courtland Adams’ record?
Search CRD 6792902 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Courtland Adams’ full registration record.
