Coign Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Coign Capital Advisors reports 466 clients. They include 252 individual clients, 175 high-net-worth individuals and 39 other clients. Of its assets, 100.0% ($473M across 1,015 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 13% |
| High-net-worth individuals | 38% | 64% |
| Other | 8% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 252 | $62.1M | 13.1% | $246K |
| High-net-worth individuals | 175 | $303M | 64.1% | $1.73M |
| Other | 39 | $108M | 22.8% | $2.76M |
| Total | 466 | $473M | 100% | $1.01M |
- Clients
- 252
- Regulatory AUM
- $62.1M
- AUM share
- 13.1%
- Avg. per client
- $246K
- Clients
- 175
- Regulatory AUM
- $303M
- AUM share
- 64.1%
- Avg. per client
- $1.73M
- Clients
- 39
- Regulatory AUM
- $108M
- AUM share
- 22.8%
- Avg. per client
- $2.76M
Total
- Clients
- 466
- Regulatory AUM
- $473M
- AUM share
- 100%
- Avg. per client
- $1.01M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Coign Capital Advisors charges 0.75%–1.25% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting is a flat fee, generally $700 to $5,000; ongoing planning services are billed annually.
James Zundel owns 75% or more of Coign Capital Advisors. The leadership team of Coign Capital Advisors includes Chief Compliance Officer James Zundel. It has 8 employees, 6 of them in advisory roles.
Staff
- 8 employees
- 6 in advisory functions
- 7 state-registered reps
- 2 insurance agents
- Owns 75% or more of Coign Capital Advisors LLC
James Zundel
Control person · since May 2014
- Owns 10% to 25% of Coign Capital Advisors LLC
Daniel Zundel
since October 2022
- Owns 10% to 25% of Coign Capital Advisors LLC
Courtland Adams
since October 2022
- Owns 5% to 10% of Coign Capital Advisors LLC
Adam Lefler
since October 2022
Coign Capital Advisors’ regulatory assets grew 1.9× from $248M (April 2021) to $473M (February 2026); clients rose from 358 to 466 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $473M | 466 | 8 | 1 |
| Mar 2025March 2025 | $321M | 401 | 7 | 1 |
| Mar 2024March 2024 | $288M | 370 | 6 | 1 |
| Jul 2023July 2023 | $279M | 376 | 8 | 1 |
| Apr 2022April 2022 | $316M | 419 | 8 | 1 |
| Apr 2021April 2021 | $248M | 358 | 8 | 1 |
Besides its headquarters, Coign Capital Advisors has 0 offices, with 1 listed address in 1 state.
Utah · 1 listed address
- 12012 South 700 E., Suite 100, DraperHQ
Contact and registration details
- Legal name
- Coign Capital Advisors LLC
- Headquarters
- 12012 South 700 E., Suite 100, Draper, UT 84020
- Website
- coigncapital.com
- Phone
- 801-676-4570
- @3755720
- SEC file
- 801-112895
- Structure
- Utah LLC
- Fiscal year end
- December
Coign Capital Advisors’ named custodian for separately managed accounts is Charles Schwab ($306M). Coign Capital Advisors has custody of $246M for 334 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $306M100%
At year end, Coign Capital Advisors’ separately managed accounts were mostly in funds (72%) and stocks (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $222M across 88 positions; the largest are Morgan Stanley ETF Trust (8.1%), Putnam ETF Trust (6.7%) and John Hancock Exchange Traded (6.2%).
What the accounts hold
- Stocks20%
- Exchange-traded equities10%
- Non-exchange-traded equities10%
- Funds72%
- Cash8%
How many clients does Coign Capital Advisors have?
Coign Capital Advisors has 466 clients and manages $473 million for them, as of February 2026. They include 252 individual clients, 175 high-net-worth individuals and 39 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Coign Capital Advisors offer?
Coign Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Coign Capital Advisors charge?
Coign Capital Advisors charges 0.75%–1.25% a year for its Asset management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 5 February 2026
Which custodians does Coign Capital Advisors use?
Coign Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $306M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Coign Capital Advisors have?
Coign Capital Advisors has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Coign Capital Advisors invest in?
At the end of its last fiscal year, Coign Capital Advisors’ separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 10% non-exchange-traded equities and 8% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Coign Capital Advisors have a minimum investment?
Yes, Coign Capital Advisors’ minimum account size for its Asset management is $250K.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 5 February 2026
Who owns Coign Capital Advisors?
Coign Capital Advisors’ direct owners are James Zundel (75% or more), Daniel Zundel (10% to 25%), Courtland Adams (10% to 25%) and Adam Lefler (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Coign Capital Advisors get paid?
Coign Capital Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Coign Capital Advisors?
Coign Capital Advisors’ main office is at 12012 South 700 E., Suite 100, Draper, UT 84020. Its phone number is 801-676-4570. Its website is coigncapital.com.
