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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COIGN CAPITAL ADVISORS LLC

CRD 171306

DRAPER, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce0bc46d-11a2-5240-00f0-8512d9e79dfc

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
On other graphs: 0
Observed: Apr 17, 2014 to Feb 5, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $473MItem 5.F on the latest filing (2026-02-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $473M
Private client RAUM: $365MderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $59.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,015
Individual clients: 252
High net worth clients: 175
Custody, client assets: $246M
SEC number: 801-112895
CIK: 2056441
CRD: 171306
Filings on the tape: 32
First filed: Apr 17, 2014
Latest filed: Feb 5, 2026
Organised: Limited Liability Company, UT
Website: coigncapital.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HEATHER MARIE SYRETT	n/a	DRAPER, UT	12	23	1	no
ADAM GAYLE LEFLER	n/a	DRAPER, UT	12	16	1	no
JAMES MATTHEW ZUNDEL	n/a	DRAPER, UT	12	33	1	no
Daniel Zundel	n/a	Draper, UT	8	11	n/a	no
COURTLAND MICHAEL ADAMS	n/a	Draper, UT	8	11	n/a	no
MICHAEL BRANDON RILEY	Certified Financial Planner	DRAPER, UT	6	29	2	no
Kyler Eric Brooksby	n/a	DRAPER, UT	3	13	n/a	no
Shirley Crosby Spencer	n/a	DRAPER, UT	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ZUNDEL, JAMES, MATTHEW	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	05/2014	Apr 17, 2014	Mar 18, 2024
ADAMS, COURTLAND, MICHAEL	MANAGING MEMBER	B	no	10/2022	Oct 18, 2022	Mar 18, 2024
LEFLER, ADAM, GAYLE	MANAGING MEMBER	A	no	10/2022	Oct 18, 2022	Mar 18, 2024
Zundel, Daniel	MANAGING MEMBER	B	no	10/2022	Oct 18, 2022	Mar 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 5, 2026	$473M	$473M	8	6	n/a	n/a
2024	Mar 13, 2025	$321M	$321M	7	7	n/a	n/a
2023	Mar 18, 2024	$288M	$288M	6	6	n/a	n/a
2022	Mar 24, 2023	$279M	$279M	8	7	n/a	n/a
2021	Feb 28, 2022	$316M	$316M	8	8	n/a	n/a
2020	Feb 24, 2021	$248M	$248M	8	8	n/a	n/a
2019	Feb 28, 2020	$218M	$218M	9	9	n/a	n/a
2018	Jan 16, 2019	$140M	$140M	9	7	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$473M	$321M	47.3%	$279M	19.2%	8	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NAVIGATE PRIVATE WEALTH, LLC	2	Oct 3, 2019	Oct 4, 2019	DRAPER, UT	Team lift out	RIA to RIA	18.2%

Relationships

Registered with (11)

← Shirley Crosby SpencerAdvisorregistration: current employment
Jun 2, 2026 to presentfactForm ADV
← Kyler Eric BrooksbyAdvisorregistration: current employment
Aug 29, 2023 to presentfactForm ADV
← MICHAEL BRANDON RILEYAdvisorregistration: current employment
Oct 4, 2019 to presentfactForm ADV
← COURTLAND MICHAEL ADAMSAdvisorregistration: current employment
Jun 25, 2018 to presentfactForm ADV
← Daniel ZundelAdvisorregistration: current employment
Jun 1, 2018 to presentfactForm ADV
← JAMES MATTHEW ZUNDELAdvisorregistration: current employment
May 7, 2014 to presentfactForm ADV
← HEATHER MARIE SYRETTAdvisorregistration: current employment
May 2, 2014 to presentfactForm ADV
← ADAM GAYLE LEFLERAdvisorregistration: current employment
May 2, 2014 to presentfactForm ADV
← Brock Kelson AlvordAdvisorregistration: previous registration
Sep 12, 2022 to Dec 15, 2023factForm ADV
← ROGER ZEBULUN LOWEAdvisorregistration: previous registration
May 2, 2014 to Oct 10, 2022factForm ADV
← TREVOR CHRISTIAN STAUFFERAdvisorregistration: previous registration
Oct 4, 2019 to Apr 7, 2020factForm ADV

Controls (1)

← ZUNDEL, JAMES, MATTHEWOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 17, 2014 to Mar 18, 2024factForm ADV

Owns (3)

← LEFLER, ADAM, GAYLEOwnerMANAGING MEMBER, ownership code A, individual
Oct 18, 2022 to Mar 18, 2024factForm ADV
← ADAMS, COURTLAND, MICHAELOwnerMANAGING MEMBER, ownership code B, individual
Oct 18, 2022 to Mar 18, 2024factForm ADV
← Zundel, DanielOwnerMANAGING MEMBER, ownership code B, individual
Oct 18, 2022 to Mar 18, 2024factForm ADV

Moved with (1)

← NAVIGATE PRIVATE WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Oct 3, 2019 to Oct 4, 2019factForm ADV

Dated events

Occurred
Feb 5, 2026
Regulatory AUM changed
Coign Capital Advisors Llc reported RAUM $472.9M, up 47% from $321.0M (2025-03-13 to 2026-02-05)
Form ADVobserved 5 days ago
$152M
Occurred
Dec 15, 2023
Advisor changed firm
Brock Kelson Alvord left Coign Capital Advisors Llc for Farther (registered 2024-01-03)
Form ADVobserved 5 days ago
Occurred
Oct 18, 2022
Control person left
Zebulun Roger Lowe (Managing Member) no longer on Schedule A of Coign Capital Advisors Llc (listed 2022-04-22, absent 2022-10-18)
Form ADVobserved 5 days ago
Occurred
Oct 10, 2022
Advisor changed firm
Roger Zebulun Lowe left Coign Capital Advisors Llc for Andina Advisors (registered 2022-11-22)
Form ADVobserved 5 days ago
Occurred
Jan 28, 2021
Control person joined
Zebulun Roger Lowe (Managing Member) appeared on Schedule A of Coign Capital Advisors Llc
Form ADVobserved 5 days ago
Occurred
Apr 17, 2014
First Form ADV filing
Coign Capital Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce0bc46d-11a2-5240-00f0-8512d9e79dfc
First observed: Apr 17, 2014
Last observed: Feb 5, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COIGN CAPITAL ADVISORS LLC

CRD 171306

DRAPER, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce0bc46d-11a2-5240-00f0-8512d9e79dfc

Data as of Feb 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HEATHER MARIE SYRETT

n/a

DRAPER, UT

ADAM GAYLE LEFLER

n/a

DRAPER, UT

JAMES MATTHEW ZUNDEL

n/a

DRAPER, UT

Daniel Zundel

n/a

Draper, UT

n/a

COURTLAND MICHAEL ADAMS

n/a

Draper, UT

n/a

MICHAEL BRANDON RILEY

Certified Financial Planner

DRAPER, UT

Kyler Eric Brooksby

n/a

DRAPER, UT

n/a

Shirley Crosby Spencer

n/a

DRAPER, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ZUNDEL, JAMES, MATTHEW

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

05/2014

Apr 17, 2014

Mar 18, 2024

ADAMS, COURTLAND, MICHAEL

MANAGING MEMBER

10/2022

Oct 18, 2022

Mar 18, 2024

LEFLER, ADAM, GAYLE

MANAGING MEMBER

10/2022

Oct 18, 2022

Mar 18, 2024

Zundel, Daniel

MANAGING MEMBER

10/2022

Oct 18, 2022

Mar 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 5, 2026

$473M

n/a

2024

Mar 13, 2025

$321M

n/a

2023

Mar 18, 2024

$288M

n/a

2022

Mar 24, 2023

$279M

n/a

2021

Feb 28, 2022

$316M

n/a

2020

Feb 24, 2021

$248M

n/a

2019

Feb 28, 2020

$218M

n/a

2018

Jan 16, 2019

$140M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$473M

$321M

47.3%

$279M

19.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NAVIGATE PRIVATE WEALTH, LLC

Oct 3, 2019

Oct 4, 2019

DRAPER, UT

Team lift out

RIA to RIA

18.2%