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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2014
- Office Locations
- 2
Office Locations
About Coign Capital Advisors LLC
Coign Capital Advisors is a Utah-based, fee-based fiduciary providing financial planning and personalized wealth/asset management for families, including multi-generational and retirement-focused households. Its R.I.S.E. process aligns a client’s goals, timeframe, and risk tolerance to traditional or bespoke investment opportunities, backed by an advisor-and-analyst team. The firm emphasizes detailed custom reporting and frequent review meetings, plus ongoing market insights.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JAMES MATTHEW ZUNDEL
Chief Compliance Officer, Managing Member
- CRD
- #2310284
- Ownership
- 75% or more
COURTLAND MICHAEL ADAMS
Managing Member, Wealth Advisor
- CRD
- #6792902
- Ownership
- 10% but less than 25%
Optima legacy
Focus atlas timber
- CRD
- #13714
- Ownership
- 21.1%
Showing 2 of 4 owners & executives
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Kyler Eric Brooksby
Administrative Assistant
- CRD
- #7794991
MICHAEL BRANDON RILEY
Private Wealth Advisor
- CRD
- #2703660
Ember momentum
Summit peak
- CRD
- #32932
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $472,945,488 | $465,956 |
| Non-Discretionary | $0 | -- |
| Total | $472,945,488 | $465,956 |
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Separately Managed Accounts
Total SMA Asset: $472,945,488
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $534,689,214 | 18.2% |
| Equity - Exchange | $649,265,475 | 22.1% |
| Equity - OTC | $1,037,062,048 | 35.3% |
| Cash | $716,836,089 | 24.4% |
| Total | $2,937,852,826 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH ELEMENT SIGNAL | VALUE MERIDIAN | 03W1FQG8C | CIDX | 4.13% | $82,310,862 |
| ALPHA HORIZON FRONTIER | FOCUS OAK | 9FS099MAK | MGG | 8.77% | $5,722,250 |
| BEACON INSIGHT | PEAK PEAK | ITLOY51NO | CDRI | 5.83% | $27,562,398 |
| EAGLE OAK NORTH | FUSION CREST | 4FOZ6R5G0 | UCKP | 2.09% | $36,433,269 |
| VITAL QUANTUM | NORTH PRIME | BAUIY7YU1 | OQCZ | 6.16% | $66,278,426 |
| SIGNAL OPTIMA | DELTA SUMMIT | 0LF7K2T2W | VWMUB | 8.34% | $9,753,142 |
| NORTH GLACIER QUANTUM | SUMMIT VECTOR | 3S384M81E | PMVPG | 11.66% | $113,143,902 |
| ATLAS SIGNAL QUANTUM | ATLAS PIONEER | KWNLRCRM4 | CDLKS | 3.25% | $63,233,619 |