SIGNAL TREE FINANCIAL PARTNERS LLC
Firm details
- Headquarters
- COPLEY, Ohio
- CRD number
- 311871
- Registered since
- November 6, 2024
- Website
- signaltreefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.1%
- Individuals9.9%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Signal Tree Financial Partners LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects external advisers on behalf of clients. It operates on a mix of percentage-of-AUM and fixed-fee billing and is identified as a capital allocator, indicating it places client capital with outside investment managers as part of its offering. Signal Tree is not positioned as an ESG-focused manager, does not act as a pension consultant, and does not report related-adviser arrangements. The SEC registration was completed in 2024. The firm lists an industry affiliation with an accountant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JEFF ROVNAK
Chief Executive OfficerCRD 3275236
Contacts
3 of 4ELIZABETH SCHEIDERER
Principal and Senior Financial AdvisorCRD 5422740
James Grable
Associate Financial AdvisorCRD 7555823
THOMAS RUMSEY
OwnerCRD 7886579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$147M in ETFs
83%
$121M
16%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $24.3M | 40,730 | 16.59% |
Location
COPLEY, OH
SUMMIT
Location
COPLEY, OH
Headquartered in COPLEY, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- SUMMIT
- Address
- 840 Rothrock Rd
- Time zone
- ET (UTC-5)
- Office locations
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