# Signature Equity Partners, LLC

> 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.

- CRD: 327455
- Filed as: SIGNATURE EQUITY PARTNERS, LLC
- Also doing business as: 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
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327455
- AdvisorCensus page: https://advisorcensus.com/firm/signature-equity-partners-llc-columbus-oh-327455

## Quick answers

**How is Signature Equity Partners, LLC compensated?**
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).

**How much does Signature Equity Partners, LLC charge?**
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.

**Where is Signature Equity Partners, LLC located?**
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).

**Is Signature Equity Partners, LLC registered with the SEC or a state?**
Signature Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327455.

**How much does Signature Equity Partners, LLC manage?**
Signature Equity Partners, LLC reports $688,096,957 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (95% discretionary).

**How have Signature Equity Partners, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Signature Equity Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,612); high net worth individuals (104).

**Which custodians does Signature Equity Partners, LLC use?**
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.

**Does Signature Equity 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/327455

**What changed in Signature Equity Partners, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated December 23, 2025)

- Asset-based fee: 0.25% to 1.75% a year (a range, as the brochure states it)

> 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

- Hourly rate: $50 to $300 an hour (Financial Planning and Consulting Services)

> 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.

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.
- National Financial Services LLC

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: $688,096,957
- Discretionary: $652,554,877
- Non-discretionary: $35,542,080

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,612 | $453,703,955 |
| High net worth individuals | 104 | $234,393,002 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 55 total, 32 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, GA, IL, IN, LA, MD, MI, MO, NC, NH, OH, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Broadview Heights, OH
- Columbus, OH
- Ft. Lauderdale, FL
- Indianapolis, IN
- Mount Vernon, OH
- Sandusky, OH
- Sebastian, FL
- Sylvania, OH
- Toledo, OH
- Traverse City, MI
- Vero Beach, FL
- Westerville, OH

### Websites listed on Form ADV (Item 1.I)
- [harborwc.net](https://harborwc.net)
- [jdmyersinvestments.com](https://jdmyersinvestments.com)
- [lcwealthmanagement.com](https://lcwealthmanagement.com)
- [legacyconsultantsgroup.com](https://legacyconsultantsgroup.com)
- [mgonzalezwealth.com](https://mgonzalezwealth.com)
- [midwestretirementconsultants.net](https://midwestretirementconsultants.net)
- [msweaverwealth.com](https://msweaverwealth.com)
- [oneovervue.com](https://oneovervue.com)
- [pathfinancialpartners.com](https://pathfinancialpartners.com)
- [pgfinancialservices.com](https://pgfinancialservices.com)
- [retirewithsfg.com](https://retirewithsfg.com)
- [rightsidefinancial.com](https://rightsidefinancial.com)
- [rstastnyfinancial.com](https://rstastnyfinancial.com)
- [sfg4you.com](https://sfg4you.com)
- [sfmilner.com](https://sfmilner.com)
- [varsitywealthmanagement.pro](https://varsitywealthmanagement.pro)
- Facebook @LegacyConsultantsGroup
- Facebook @VaristyWealthManagement
- LinkedIn @signaturefg
- LinkedIn @anthony-tony-shockley-a8197612
- LinkedIn @bartbutlercfp
- LinkedIn @brian-maher-b1b911218
- LinkedIn @jason-myers-aif-aams-cpfa-74652a75
- LinkedIn @jon-stacy-088799214
- LinkedIn @joshua-strouse-b9463912
- LinkedIn @kylesanders
- LinkedIn @markusweaver
- LinkedIn @mitchbland
- LinkedIn @msweaverwealth
- LinkedIn @rodney-stastny-0240b37
- LinkedIn @scottarmstrong2
- LinkedIn @sean-frederick-milner-aif-981815
- LinkedIn @transitionfinancialadvisor
- X @KYLESANDERS2
- YouTube @pgfinancialservices6870

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 2 | September 3, 2023 |
| October 2024 | $250,942,307 | 32 | August 19, 2024 |
| October 2025 | $250,942,307 | 32 | November 7, 2024 |
| October 2026 | $688,096,957 | 55 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- 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.

### April 2026
- Added the business name One Overvue.
- Added an office in Sebastian, FL.
- Added an office in Vero Beach, FL.

### March 2026
- Registered or notice-filed in GA.

### January 2026
- No longer registered or notice-filed in MN, OK.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 21 to 25.
- Regulatory assets under management went from $250,942,307 to $330,621,622 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Signature Equity Partners, LLC (CRD 327455): Form ADV filing data as of October 2026.