SignatureFD, LLC

RIASEC RegisteredEst. 2001

Total AUM

$9.7B

Discretionary

$9B

93% of AUM

Avg account

$872K

Accounts

11,102

Employees

130

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 112758
Registered since: July 6, 2001
Website: signaturefd.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.4%
Individuals7.44%
Pooled Investment Vehicles3.86%
Charitable Organizations1.23%
Pension & Profit Sharing Plans0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

SignatureFD, LLC is an independent registered investment adviser and capital allocator that provides planning and portfolio management for individuals, families and institutional clients. The firm, registered with the SEC since 2001 and organized as an LLC, combines fee-based AUM charging with hourly and fixed-fee engagements and also operates as an insurance broker. Advisory services include financial planning, discretionary portfolio management across individuals and pooled vehicles, pension consulting and selection of outside advisers. SignatureFD describes itself as an active ESG investor and maintains relationships with accountants as part of its broader service ecosystem. The firm has been recognized repeatedly by trade publications, including Barron's (Top 100 RIA, multiple years), Forbes (Top RIA Firms in 2022 and 2023), Financial Times (Top 300 in 2020) and Citywire (50 Growers Across America, 2023).