Michael B. Riley

COIGN CAPITAL ADVISORS LLC

Draper, UT 84020

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CRD#: 2703660

Professional summary

Michael Brandon Riley, CFP®, who also goes by M Brandon Riley, Brandon Riley, is a registered financial advisor currently at COIGN CAPITAL ADVISORS LLC located in Draper, Utah.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

M Brandon Riley | Brandon Riley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.TRUCK SHIELDS/SPG, CORPORATION, START: 2009, 1490 N. 2200 WEST SALT LAKE CITY, UT 84116, AUTOMOTIVE ACCESSORY MFG/PASSIVE SHAREHOLDER, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. XVOYANT INC, 05/2016-present , PRIVATE EQUITY OWNERSHIP/SHAREHOLDER, NOT INVESTMENT RELATED, 0 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. 09/2017-PRESENT; PRIVATE EQUITY OWNERSHIP; MAROLINA INVESTORS LLC; OUTDOOR RETAIL CLOTHING PRODUCTS, NON INVESTMENT RELATED; 0% OF INCOME 4. Utah Summer Baseball, LLC; not investment-related; UT; owner; May 2023; coordination of umpires for summer high school league and other youth baseball events; 5 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brandon Riley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

October 4, 2019 - Present

COIGN CAPITAL ADVISORS LLC

Office #1: 12012 South 700 E. Suite 100, Draper, UT 84020

RIA

CRD#: 171306

Draper, UT

Past

July 1, 2016 - March 7, 2018

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

Draper, UT

Past

May 7, 2014 - October 3, 2019

NAVIGATE PRIVATE WEALTH, LLC

RIA

CRD#: 170774

DRAPER, UT

Past

May 2, 2014 - July 1, 2016

MUTUAL SECURITIES, INC.

CRD#: 13092

Draper, UT

Past

April 6, 1998 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AMMON, ID

Past

March 26, 1998 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 26, 1998 - May 6, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AMMON, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COIGN CAPITAL ADVISORS LLC

CRD#: 171306 / SEC#: 801-112895

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

Texas

Registered Investment Advisory firm - (4/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (4/24/2018 Terminated)

Wyoming

Registered Investment Advisory firm - (4/23/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(10/4/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/29/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/25/1998

General Securities Representative Examination

Current Firm

COIGN CAPITAL ADVISORS LLC

CRD#: 171306 / SEC#: 801-112895

RIA

Registered Investment Advisory firm - (4/19/2018 Approved)

Texas

Registered Investment Advisory firm - (4/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (4/24/2018 Terminated)

Wyoming

Registered Investment Advisory firm - (4/23/2018 Terminated)

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Contact information

Main Address

12012 South 700 E. Suite 100, Draper, UT 84020

Mailing Address

Phone number

(801) 676-4570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	973
AUM (Assets Under Management)	$ 321,005,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
10/29/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael B. Riley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Brandon Riley's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGIS INVESTMENT SERVICES, LLC

NAVIGATE PRIVATE WEALTH, LLC

MUTUAL SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

COIGN CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/1996

Series 63

Date: 11/29/1996

SIE

Date: 3/7/2018

Series 7

Date: 3/25/1998

Current Firm

COIGN CAPITAL ADVISORS LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COIGN CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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