COIGN CAPITAL ADVISORS LLC
SEC RegisteredCREATE A VISION. BUILD A STRATEGY. plan A LEGACY.
About the firm
Coign Capital is a fee-based fiduciary committed to helping you thrive. The firm is large enough to take advantage of changing markets and nimble enough to create personalized solutions, offering a unique team-based approach to creative, responsible, and personalized financial strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive capital management including identifying traditional or bespoke investment opportunities based on client goals, timeframe, and risk tolerance; personalized investment planning; detailed custom reporting; and ongoing fiduciary support from a team of advisors and analysts.
Who they serve
Individuals and families who want to combine a full-spectrum investment strategy with a deep sense of purpose.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 252 | $62M |
| High Net Worth Individuals | 175 | $303M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $750,000 | 1.25% |
| $750,001 to $2,500,000 | 1.00% |
| $2,500,001 to $5,000,000 | 0.75% |
| Over $5,000,000 | 0.75% |
Data as of February 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COIGN CAPITAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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