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Coign Capital Advisors LLC
Coign Capital Advisors LLC is a fee-based financial advisory and investment management firm headquartered in Draper, Utah. Founded in 2011, the firm specializes in providing financial planning and wealth management services to high-net-worth individuals, retirees, business owners, and entrepreneurs. With a team of 7 employees (all investment professionals), Coign Capital serves clients primarily in the United States, operating as an SEC-registered investment adviser.
Investment Strategy
Coign Capital Advisors employs a fiduciary, fee-based investment approach, focusing on customized financial planning and wealth management tailored to each client's objectives and risk profile. The firm utilizes diversified portfolios consisting largely of equities, mutual funds, and ETFs, with an emphasis on long-term growth, asset allocation, and risk management. Their clients are predominantly individuals, including high-net-worth individuals and families, for whom they construct and actively manage investment portfolios.
Latest 13F Filing Activity
Coign Capital Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 77 equity positions with a total 13F market value of $148M. The fund increased holdings in Capital Group Growth Etf, Putnam Etf Trust, Morgan Stanley Etf Trust among other positions. Coign Capital Advisors LLC reduced exposure to Pgim Etf TR, RBB FD Inc., SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVOO | VANGUARD ADMIRAL FDS INC | 7.30% | $10.8M | 102,743 | $105.50 | $104.98 | +$525.2K |
E EVTR | MORGAN STANLEY ETF TRUST | 7.20% | $10.6M | 209,207 | $50.65 | $50.87 | +$908.7K |
C CGGR | CAPITAL GROUP GROWTH ETF | 6.29% | $9.3M | 228,586 | $40.65 | $40.65 | +$9.3M |
I IVV | ISHARES TR | 5.33% | $7.9M | 12,692 | $588.68 | $620.90 | +$164.4K |
T TBIL | RBB FD INC | 5.33% | $7.9M | 157,411 | $49.91 | $50.00 | -$1.0M |
Industry Allocation
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