COIGN CAPITAL ADVISORS LLC

Overview

Coign Capital Advisors LLC is an independent, owner-operated RIA that positions itself as a capital allocator for individual and family clients. Founded and SEC-registered in 2018, the firm blends financial planning with discretionary portfolio management and the selection of third-party advisers. Its advisory mandate covers financial planning, portfolio management for individuals and small businesses, and selection and oversight of outside managers; the firm also acts as sponsor, general partner, or managing member of pooled investment vehicles when appropriate. The firm’s investment approach leans heavily toward professionally managed public vehicles rather than direct-stock-only strategies. It is not an active ESG investor. Fee arrangements include a percentage-of-AUM component and fixed fees, reflecting a mix of ongoing portfolio management and project-based planning work. As a capital allocator, Coign Capital deploys client capital across both traditional public funds and a range of third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices