Courtland
Adams
Coign Capital Advisors LLC
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About this Advisor
Courtland Adams is a financial advisor who works in West Jordan, Utah with a total of 5 years of industry experience. Adams currently works for Coign Capital Advisors LLC. During their career, Adams has held roles at Coign Capital Advisors, LLC, Mountain America Credit Union, Church Of Latter Day Saints, Fanzz and Murray Highschool. Adams has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Utah. Coign Capital Advisors LLC is a registered investment business based out of Draper, UT. It has $279 million in assets between its 875 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 875 accounts, 43% are held by high-net-worth clients who have greater than $1 million in assets. The business performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of services offered. Fee types charged by Coign Capital Advisors LLC can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coign Capital Advisors LLC Brokerage Details
$278,904,679
8
875
$318,748
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Courtland Adams Work History
Courtland has been registered as a financial advisor for 5 years.*
Coign Capital Advisors, LLC
Coign Capital Advisors, LLC
Mountain America Credit Union
Church Of Latter Day Saints
Fanzz
Murray Highschool
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Courtland Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coign Capital Advisors LLC
Draper, UT
Draper, UT
West Jordan, UT
Draper, UT
Draper, UT
Draper, UT
Draper, UT
Draper, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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