# Signal Tree Financial Partners LLC

> Signal Tree Financial Partners LLC is an SEC-registered investment advisory firm in Copley, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 311871
- Filed as: SIGNAL TREE FINANCIAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Copley, OH
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311871
- AdvisorCensus page: https://advisorcensus.com/firm/signal-tree-financial-partners-llc-copley-oh-311871

## Quick answers

**How is Signal Tree Financial Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Signal Tree Financial Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Signal Tree Financial Partners LLC located?**
Signal Tree Financial Partners LLC's principal office is in Copley, OH, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Signal Tree Financial Partners LLC registered with the SEC or a state?**
Signal Tree Financial Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311871.

**How much does Signal Tree Financial Partners LLC manage?**
Signal Tree Financial Partners LLC reports $213,410,000 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Signal Tree Financial Partners LLC's assets and staff changed since 2025?**
In the Form ADV data for Signal Tree Financial Partners LLC: Regulatory assets under management: $171,150,000 in the October 2025 data and $213,410,000 in the October 2026 data, up 25%. Total employees: 7 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Signal Tree Financial Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (55).

**Which custodians does Signal Tree Financial Partners LLC use?**
Signal Tree Financial Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Signal Tree Financial Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311871

**Does Signal Tree Financial Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "Signal Tree offers investment advisory services to individuals, high net worth individuals, trusts, and estates. Signal Tree generally does not impose a minimum relationship size."

**What changed in Signal Tree Financial Partners LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $171,150,000 to $213,410,000 (+25%). Employees performing advisory functions went from 6 to 5. Added an office in Medina, OH. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> Signal Tree offers investment advisory services to individuals, high net worth individuals, trusts, and estates. Signal Tree generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $213,410,000
- Discretionary: $213,410,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $21,127,590 |
| High net worth individuals | 68 | $192,282,410 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Mayfield Heights, OH
- Medina, OH

### Websites listed on Form ADV (Item 1.I)
- signaltreefinancial.com
- LinkedIn @signal-tree-financial-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $171,150,000 | 7 | March 19, 2025 |
| October 2026 | $213,410,000 | 7 | February 18, 2026 |

Regulatory assets under management: $171,150,000 in the October 2025 data and $213,410,000 in the October 2026 data, up 25%.
Total employees: 7 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $171,150,000 to $213,410,000 (+25%).
- Employees performing advisory functions went from 6 to 5.
- Added an office in Medina, OH.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Signal Tree Financial Partners LLC (CRD 311871): Form ADV filing data as of October 2026.