SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Signaturefd, LLC
Atlanta, GA
CRD 112758
Firm filing updated March 30, 2026 ·
- $9.7BAssets
- 1,913Clients
- 50Advisory staff
- 11,102Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals1,271
- Individuals620
- Charities9
- Pension and profit sharing plans7
- Pooled vehicles6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 620 | $719.9 million |
| High net worth individuals | 1,271 | $8.5 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $373.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $7.2 million |
| Charitable organizations | 9 | $118.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$9.7 billion
- Accounts11,102
- Discretionary$9.0 billion · 10,212 accounts
- Non-discretionary$721.7 million · 890 accounts
People
- Employees130
- Advisory staff50
- Broker-dealer reps0
- Licensed insurance agents37
- Planning clients2,000
Advisors
32 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 112758, SEC file 801-60393.
- Registered with the SEC as an investment advisor (status date on record: July 6, 2001).
Is Signaturefd, LLC a fiduciary?
Short answer: Signaturefd, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
37 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.