Signature Resources Capital Management, LLC

RIASEC Registered

Total AUM

$304M

Discretionary

$304M

100% of AUM

Avg account

$341K

Accounts

891

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 144069
Registered since: June 8, 2007
Website: srcmadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.31%
Individuals27.03%
Pension & Profit Sharing Plans4.79%
Corporations / Businesses0.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Signature Resources Capital Management, LLC is an independent RIA formed as an LLC that serves both individual/family and institutional clients. The firm is registered with the SEC and has been SEC-registered since 2007. It operates as a fee-based adviser with a mix of percentage-of-AUM, hourly, and fixed-fee billing arrangements, and describes itself as a capital allocator that selects third‑party managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting, and selection of other advisers. The firm lists an insurance company among its industry affiliations and does not identify as an active ESG investor.