Fee-only adviser · Draper, UT
Coign Capital Advisors LLC
Coign Capital Advisors LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Draper, Utah. On its latest Form ADV, filed February 5, 2026, it reports $473M in regulatory assets under management, 427 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 171306 · SEC file 801-112895 |
| Office | 12012 South 700 E. Suite 100 Draper, UT 84020 |
| Phone | (801) 676-4570 |
| Website | www.coigncapital.com |
| Regulatory assets under management | $473M |
| Individual clients | 252 non-high-net-worth, 175 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Draper
- Medicus Wealth Planning, Inc. $161M
- Palisade Wealth Management $133M
- White Pine Financial LLC $36M
- Healthequity Advisors $2.0B
See all 5 fee-only advisers in Draper →
Nearby
- Bluffdale 1 firm
- Sandy 7 firms
- South Jordan 5 firms
- Lehi 11 firms
- Alpine 2 firms
- Cottonwood Heights 5 firms
- Midvale 1 firm
- West Jordan 1 firm
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