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Adam Gayle Lefler

Coign Capital Advisors LLC

Draper, UT

CRD 5607057

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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:

Current Employers
Coign Capital Advisors Llc

12012 South 700 E. Suite 100, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2014-05-02
  • UT RA
    APPROVED
    Since 2014-05-02

Branch Locations

12012 South 700 E. Suite 100, Draper, UT 84020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coign Capital Advisors, Llc Draper UT 05/2014 Present
Previous Registrations
Other Businesses

BER Capital LLC; not investment-related; Draper, UT; Simply a passthrough entity for the 1099 income from Coign Capital; manager; 11/2021

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-02
  • S66 Uniform Combined State Law Examination
    2010-09-02

View on SEC IAPD

Nearby Firms

NAVIGATE PRIVATE WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Nearby Investors

Kyler Eric Brooksby
HEATHER MARIE SYRETT
Shirley Crosby Spencer

Nearby Offices

NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT
AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT

More in Draper, UT

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