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Coign Capital Advisors Employee Directory

Financial ServicesUtah, United States11-50 Employees

Coign Capital Advisors is a financial services firm based in Draper, Utah. It describes itself as a fee-based fiduciary wealth manager that blends traditional asset management with analytics-driven insights and opportunities in venture and bespoke investing. The approach aims to tailor strategies to each client's goals and vision, providing a clear view of their financial future while leveraging broader market trends. 

The firm emphasizes scalability and personalized service, combining enough size to access institutional approaches with a dedicated team focused on individual needs. As part of the financial services landscape, it serves clients seeking comprehensive wealth management and legacy-focused planning from Draper, Utah.

Find Coign Capital Advisors employees' phone numbers or email addresses

Coign Capital Advisors Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Coign Capital Advisors's Leadership

  • Stylized image of a person
    M. B.
    Founder & Vice President
  • Stylized image of a person
    M. R.
    Senior Wealth Advisor
  • Stylized image of a person
    B. D. P.
    Financial Planning Assistant
  • Stylized image of a person
    M. H.
    Administrative Specialist
  • Stylized image of a person
    A. S.
    Administrative Assistant
  • Stylized image of a person
    D. W.
    Administrative Assistant

Coign Capital Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Coign Capital Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. B.
    Founder & Vice President
    Oct 21, 2024
  • Stylized image of a person
    M. R.
    Senior Wealth Advisor
    Jun 08, 2026
  • Stylized image of a person
    B. D. P.
    Financial Planning Assistant
    Oct 20, 2025
  • Stylized image of a person
    M. H.
    Administrative Specialist
    Sep 09, 2025
  • Stylized image of a person
    A. S.
    Administrative Assistant
    Oct 22, 2024
  • Stylized image of a person
    D. W.
    Administrative Assistant
    Apr 24, 2025

Frequently Asked Questions

What is Coign Capital Advisors known for?

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Coign Capital Advisors was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Coign Capital Advisors's company overview page for more information.

What is Coign Capital Advisors's most common email format?

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Coign Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coign Capital Advisors email formats with LeadIQ.

How many employees does Coign Capital Advisors have currently?

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Coign Capital Advisors has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Coign Capital Advisors's key employees and leadership?

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As of July 2026, Coign Capital Advisors's key employees include:

  • Founder & Vice President: M. B.
  • Senior Wealth Advisor: M. R.
  • Financial Planning Assistant: B. D. P.
  • Administrative Specialist: M. H.
  • Administrative Assistant: A. S.

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