{
  "crd_number": 327455,
  "slug": "signature-equity-partners-llc-columbus-oh-327455",
  "primary_business_name": "SIGNATURE EQUITY PARTNERS, LLC",
  "legal_name": "SIGNATURE EQUITY PARTNERS, LLC",
  "dbas": [
    "FIRST RESPONDERS FINANCIAL",
    "HARBOR WEALTH CONSULTANTS",
    "LC WEALTH MANAGEMENT",
    "LEGACY CONSULTANTS GROUP",
    "MARK S WEAVER WEALTH ADVISORY",
    "MIDWEST RETIREMENT CONSULTANTS",
    "ONE OVERVUE",
    "PATH FINANCIAL PARTNERS",
    "PHOENIX FINANCIAL GROUP",
    "PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL",
    "RIGHTSIDE FINANCIAL",
    "SIGNATURE FINANCIAL GROUP",
    "VARSITY WEALTH MANAGEMENT"
  ],
  "city": "Columbus",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-07-27",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-28",
  "carried_forward": false,
  "raum_total": 688096957.0,
  "raum_discretionary": 652554877.0,
  "raum_non_discretionary": 35542080.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 55,
  "advisory_employees": 32,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 453703955.0,
      "count": 1612
    },
    "high_net_worth_individuals": {
      "raum": 234393002.0,
      "count": 104
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MD",
    "MI",
    "MO",
    "NC",
    "NH",
    "OH",
    "PA",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/LegacyConsultantsGroup",
    "https://facebook.com/VaristyWealthManagement",
    "https://harborwc.net",
    "https://jdmyersinvestments.com",
    "https://lcwealthmanagement.com",
    "https://legacyconsultantsgroup.com",
    "https://linkedin.com/company/signaturefg",
    "https://linkedin.com/in/anthony-tony-shockley-a8197612",
    "https://linkedin.com/in/bartbutlercfp",
    "https://linkedin.com/in/brian-maher-b1b911218",
    "https://linkedin.com/in/jason-myers-aif-aams-cpfa-74652a75",
    "https://linkedin.com/in/jon-stacy-088799214",
    "https://linkedin.com/in/joshua-strouse-b9463912",
    "https://linkedin.com/in/kylesanders",
    "https://linkedin.com/in/markusweaver",
    "https://linkedin.com/in/mitchbland",
    "https://linkedin.com/in/msweaverwealth",
    "https://linkedin.com/in/rodney-stastny-0240b37",
    "https://linkedin.com/in/scottarmstrong2",
    "https://linkedin.com/in/sean-frederick-milner-aif-981815",
    "https://linkedin.com/in/transitionfinancialadvisor",
    "https://mgonzalezwealth.com",
    "https://midwestretirementconsultants.net",
    "https://msweaverwealth.com",
    "https://oneovervue.com",
    "https://pathfinancialpartners.com",
    "https://pgfinancialservices.com",
    "https://retirewithsfg.com",
    "https://rightsidefinancial.com",
    "https://rstastnyfinancial.com",
    "https://sfg4you.com",
    "https://sfmilner.com",
    "https://twitter.com/KYLESANDERS2",
    "https://varsitywealthmanagement.pro",
    "https://youtube.com/@pgfinancialservices6870"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327455",
  "city_as_filed": "COLUMBUS",
  "url": "https://advisorcensus.com/firm/signature-equity-partners-llc-columbus-oh-327455",
  "display_name": "Signature Equity Partners, LLC",
  "summary": "Signature Equity Partners, LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.",
  "citation": "AdvisorCensus. Signature Equity Partners, LLC (CRD 327455): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Signature Equity Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Signature Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Signature Equity Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated December 23, 2025 states: Asset-based fee: 0.25% to 1.75% a year (a range, as the brochure states it); Hourly rate: $50 to $300 an hour (Financial Planning and Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Signature Equity Partners, LLC located?",
      "a": "Signature Equity Partners, LLC's principal office is in Columbus, OH, according to its Form ADV; the October 2026 filing also lists 12 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Signature Equity Partners, LLC registered with the SEC or a state?",
      "a": "Signature Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327455."
    },
    {
      "q": "How much does Signature Equity Partners, LLC manage?",
      "a": "Signature Equity Partners, LLC reports $688,096,957 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (95% discretionary)."
    },
    {
      "q": "How have Signature Equity Partners, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Signature Equity Partners, LLC: Regulatory assets under management: $0 in the October 2023 data and $688,096,957 in the October 2026 data. Total employees: 2 in October 2023 and 55 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Signature Equity Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,612); high net worth individuals (104)."
    },
    {
      "q": "Which custodians does Signature Equity Partners, LLC use?",
      "a": "Signature Equity Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Signature Equity Partners, LLC report any disciplinary disclosures?",
      "a": "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/327455"
    },
    {
      "q": "What changed in Signature Equity Partners, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 25 to 32. Regulatory assets under management went from $330,621,622 to $688,096,957 (+108%). Added an office in Toledo, OH. Registered or notice-filed in NH."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2023-09-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 250942307.0,
      "total_employees": 32,
      "filing_date": "2024-08-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 250942307.0,
      "total_employees": 32,
      "filing_date": "2024-11-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 688096957.0,
      "total_employees": 55,
      "filing_date": "2026-09-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 25 to 32.",
        "Regulatory assets under management went from $330,621,622 to $688,096,957 (+108%).",
        "Added an office in Toledo, OH.",
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name One Overvue.",
        "Added an office in Sebastian, FL.",
        "Added an office in Vero Beach, FL."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in GA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in MN, OK.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 21 to 25.",
        "Regulatory assets under management went from $250,942,307 to $330,621,622 (+32%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated December 23, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.75% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $50 to $300 an hour (Financial Planning and Consulting Services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Account Fees typically range between 0.25 – 1.75% of the value of your account per year but may vary outside this range based upon the nature and complexity of the"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $50 to $300 an hour (Financial Planning and Consulting Services)"
        ],
        "quotes": [
          "Our IARs charge  fixed fees (typically ranging from $500- $10,000) and/or hourly fees (typically ranging from $50-$300 per hour) for Financial Planning and Consulting Services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.75
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 50.0,
          "max": 300.0,
          "period": "hour",
          "service": "Financial Planning and Consulting Services"
        }
      ]
    },
    "quotes": [
      "Account Fees typically range between 0.25 – 1.75% of the value of your account per year but may vary outside this range based upon the nature and complexity of the",
      "Our IARs charge  fixed fees (typically ranging from $500- $10,000) and/or hourly fees (typically ranging from $50-$300 per hour) for Financial Planning and Consulting Services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/signature-equity-partners-llc-columbus-oh-327455.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1612,
      "fewer_than_5": false,
      "raum": 453703955.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 104,
      "fewer_than_5": false,
      "raum": 234393002.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327455",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}