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Courtland Michael Adams

COIGN CAPITAL ADVISORS LLC·DRAPER, Utah
Series 65Clean record8 years registeredCOIGN CAPITAL ADVISORS LLC
12012 SOUTH 700 E., DRAPER, UT 84020CRD# 6792902Firm CRD# 171306

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Courtland Michael Adams · DRAPER, UT
Registration
CRD #6792902 · COIGN CAPITAL ADVISORS LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

COIGN CAPITAL ADVISORS LLC
Jun 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 25, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COIGN CAPITAL ADVISORS LLC
CRD 171306 · SEC 801-112895
AUM
$288M
Regulatory assets under management
Employees
6
884 client accounts
Services offered by COIGN CAPITAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COIGN CAPITAL ADVISORS LLC →
Introduction

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Frequently Asked Questions

What services does Courtland Michael Adams offer?
Courtland Michael Adams specializes in Financial Planning, Investment Management. Contact their office in DRAPER, Utah for a consultation.
What are Courtland Michael Adams's credentials?
Courtland Michael Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtland Michael Adams located?
Courtland Michael Adams is based in DRAPER, Utah, working with COIGN CAPITAL ADVISORS LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Courtland Michael Adams charge for services?
Courtland Michael Adams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COIGN CAPITAL ADVISORS LLC?
COIGN CAPITAL ADVISORS LLC has approximately 6 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COIGN CAPITAL ADVISORS LLC

Adam Gayle Lefler
DRAPER, UT
James Matthew Zundel
DRAPER, UT
Daniel Zundel
DRAPER, UT

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Research
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