Coign Capital Advisors Llc
- Regulatory AUM
- $473M
- Discretionary
- $473M
- Clients
- 466
- Avg AUM / client
- $1.0M
- Accounts
- 1,015
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 252 | $62.1M | 13.1% |
| High net worth individuals | 175 | $303M | 64.1% |
| Other | 39 | $108M | 22.8% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Matthew Zundel | Managing Member And Chief Compliance Officer | May 2014 (12y) | 75% or more | |
| Adam Gayle Lefler | Managing Member | May 2014 (12y) | 5% – 10% | |
| Daniel Zundel | Managing Member | Jun 2018 (8y) | 10% – 25% | |
| Courtland Michael Adams | Managing Member | Jun 2018 (8y) | 10% – 25% | |
| Heather Marie Syrett | Registered representative | May 2014 (12y) | ||
| Michael Brandon Riley | Registered representative | CFP | Oct 2019 (7y) | |
| Kyler Eric Brooksby | Registered representative | Aug 2023 (3y) | ||
| Shirley Crosby Spencer | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $306M (65% of AUM) Feb 2026
- Fidelity Brokerage Services $18.7M (8% of AUM) Sep 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗