Shirley Crosby Spencer

Employer firm

Coign Capital Advisors LLC CRD 171306

$473M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2025 → Present
  Coign Capital Llc
  Draper, UT
• 08/2025 → 12/2025
  Utah Valley University
  Provo, UT
• 03/2024 → 09/2025
  Pizzeria 7-12
  Orem, UT
• 08/2022 → 05/2024
  Tucanoz Brazilian Grill
  Orem, UT
• 08/2020 → 08/2022
  Church Mission
  Salt Lake City, UT
• 01/2013 → 05/2019
  Middle School & High School
  Highland, UT
• 06/2019 → 07/2020
  Unemployed
  Cedar Hills, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-08