COIGN CAPITAL ADVISORS LLC
B51
CRD 171306·SEC 801-112895·DRAPER, UT
AUM
$472.9M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $140.2M
'21 · $218.3M
'22 · $316.3M
'23 · $316.3M
'25 · $321.0M
'26 · $472.9M
'20'26
$140.2M → $472.9M▲ +237%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 9 advisors
'22 · 8 advisors
'23 · 8 advisors
'25 · 7 advisors
'26 · 6 advisors
'20'26
7 advisors → 6 advisors▼ -14%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
12012 S 700 E, #100DRAPER, UT 84020
Business
12012 S 700 E, #100DRAPER, UT 84020
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-001998
13F-HR2026-01-20 · 0001172661-26-000222
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited