Signature Equity Partners, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 327455
- Registered since
- July 27, 2023
- Website
- sfbrokerage.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals77.42%
- HNWI22.58%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Signature Equity Partners, LLC is an independent registered investment adviser that began SEC registration in 2023 and positions itself as a capital allocator for individual and family clients. The firm operates under a limited liability company structure and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Signature Equity Partners notes an industry affiliation with an insurance company and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds71%
- Exchange Traded Equities26%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 31
Clayton Irwin
Senior Supervisory PrincipalCRD 5778659
Joshua Strouse
Founder and PresidentCRD 5139543
Manuel Gonzalez
Investment AdviserCRD 5274759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,141Active vs passive
$264M in ETFs
70%
$184M
28%
$79.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $6.3M | 8,556 | 2.38% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 445 Hutchinson Ave
- Time zone
- ET (UTC-5)
- Office locations
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