COIGN CAPITAL ADVISORS LLC
Adviser information for COIGN CAPITAL ADVISORS LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 884 | $287.9M |
| Non-Discretionary | 0 | $0 |
| Total | 884 | $287.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 184 | $42.5M |
| HNW Individuals | 186 | $239.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-112895 |
|---|---|
| SEC ERA File Number | 801-112895 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171306 |
| Legal Entity Identifier | None |
Principal Office
12012 SOUTH 700 E.SUITE 100
DRAPER
UT
United States
Monday - Friday, 8:00 AM - 5:00PM
Tel: 801-676-4570, Fax: 801-676-4565
Chief Compliance Officer
JAMES MATTHEW ZUNDEL
MANAGING MEMBER
12012 SOUTH 700 E.
SUITE 100
DRAPER
UT
United States
Tel:
801-676-4570
M***@***************M
(Full email address available in API data)
Regulatory Contact
HEATHER SYRETT
DIRECTOR OF CLIENT SERVICES
12012 SOUTH 700 E.
SUITE 100
DRAPER
UT
United States
Tel:
801.676.4571
H******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZUNDEL, JAMES, MATTHEW | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 05/2014 | > 75% |
| Zundel, Daniel | Individual | – | MANAGING MEMBER | 10/2022 | 10-25% |
| ADAMS, COURTLAND, MICHAEL | Individual | – | MANAGING MEMBER | 10/2022 | 10-25% |
| LEFLER, ADAM, GAYLE | Individual | – | MANAGING MEMBER | 10/2022 | 5-10% |