# Signature Investment Advisors, LLC

> Signature Investment Advisors, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 160715
- Filed as: SIGNATURE INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160715
- AdvisorCensus page: https://advisorcensus.com/firm/signature-investment-advisors-llc-los-angeles-ca-160715

## Quick answers

**How is Signature Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Signature Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Signature Investment Advisors, LLC located?**
Signature Investment Advisors, LLC's principal office is in Los Angeles, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Signature Investment Advisors, LLC registered with the SEC or a state?**
Signature Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160715.

**How much does Signature Investment Advisors, LLC manage?**
Signature Investment Advisors, LLC reports $6,756,261,030 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (90% discretionary).

**How have Signature Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Signature Investment Advisors, LLC: Regulatory assets under management: $3,412,892,703 in the October 2021 data and $6,756,261,030 in the October 2026 data, up 98%. Total employees: 12 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Signature Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,707); high net worth individuals (1,747); corporations or other businesses not listed above (52).

**Which custodians does Signature Investment Advisors, LLC use?**
Signature Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Signature Investment Advisors, 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/160715

**What changed in Signature Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $5,732,847,257 to $6,756,261,030 (+18%). 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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage 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: $6,756,261,030
- Discretionary: $6,049,465,946
- Non-discretionary: $706,795,084

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,707 | $3,920,744,468 |
| High net worth individuals | 1,747 | $2,689,557,392 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $37,837,099 |
| Charitable organizations | Fewer than 5 | $14,571,709 |
| Corporations or other businesses not listed above | 52 | $93,550,362 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 21 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Newport Beach, CA

### Websites listed on Form ADV (Item 1.I)
- [signatureia.com](https://signatureia.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,412,892,703 | 12 | March 29, 2021 |
| October 2022 | $4,308,123,226 | 21 | March 29, 2022 |
| October 2023 | $4,011,430,062 | 14 | September 26, 2023 |
| October 2024 | $4,932,072,586 | 13 | June 14, 2024 |
| October 2025 | $5,732,847,257 | 15 | June 23, 2025 |
| October 2026 | $6,756,261,030 | 21 | August 17, 2026 |

Regulatory assets under management: $3,412,892,703 in the October 2021 data and $6,756,261,030 in the October 2026 data, up 98%.
Total employees: 12 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $5,732,847,257 to $6,756,261,030 (+18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Signature Investment Advisors, LLC (CRD 160715): Form ADV filing data as of October 2026.