Coign Capital Advisors LLC

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Assets, Funds, Holdings

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Coign Capital Advisors LLC
CRD #171306
SEC #801-112895
CIK #0002056441
AUM $321.0 M (2025-03-13)
Employees 7 (100% Investors, 0% Brokers)
Phone801-676-4570
Address12012 South 700 E
Draper, UT 84020
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
3502802101407002011201620212026
CIK Period
0002056441
Sector Form 13F Holdings Value ($M)
Microsoft Corp 1.8
Facebook Inc 1.6
Nvidia Corp 1.5
Apple Inc 1.5
Netflix Inc 1.5
Alphabet Inc 1.4
Amazon Com Inc 1.4
PepsiCo Inc 1.2
FS KKR Capital Corp 1.1
Amphenol Corp /DE/ 1.0
VISA Inc 1.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 227 56.5
(b) Individuals (high net worth individuals) 168 255.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 6 8.9
Total 973 321.0
By Discretionary
Discretionary 973 321.0
Non-Discretionary 0 0.0
Total 973 321.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 321.0
Total 973 321.0
EDGAR Form CIK 2011 - 2025
13F-HR [0002056441]
Comparable Firms State AUM ($B)
Optimum Investment Advisors LLC
IL 0.3
S&A Financial Services Inc
KS 0.3
US Asset Management LLC
PA 0.3
Financial Decisions LLC
NY 0.3
Goldman Lancaster Inc
CA 0.3
Range Financial Group LLC
OR 0.3
XY Investment Solutions LLC
MT 0.3
Accent Capital Management LLC
OH 0.3
Consolidated Capital Management LLC
CA 0.3
MPWM Advisory Solutions LLC
GA 0.3
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