{ "crd_number": 112758, "slug": "signaturefd-llc-atlanta-ga-112758", "primary_business_name": "SIGNATUREFD, LLC", "legal_name": "SIGNATUREFD, LLC", "dbas": [ "AUTOGRAPHFD" ], "city": "Atlanta", "state": "GA", "country": "United States", "cbsa_code": "12060", "metro": { "cbsa_code": "12060", "common_name": "Atlanta", "msa_name": "Atlanta-Sandy Springs-Roswell, GA", "path": "/advisors/ga/atlanta" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2001-07-06", "years_registered": 25, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 9675890922.0, "raum_discretionary": 8954186622.0, "raum_non_discretionary": 721704300.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 130, "advisory_employees": 50, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 118755922.0, "count": 9 }, "individuals": { "raum": 719873860.0, "count": 620 }, "pension_profit_sharing": { "raum": 7230301.0, "count": 7 }, "high_net_worth_individuals": { "raum": 8456772602.0, "count": 1271 }, "pooled_investment_vehicles": { "raum": 373258237.0, "count": 6 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "AZ", "CA", "CO", "CT", "DC", "FL", "GA", "IA", "IL", "IN", "KY", "LA", "MA", "MD", "ME", "MN", "MO", "NC", "NH", "NJ", "NV", "NY", "OH", "OK", "OR", "PA", "SC", "TN", "TX", "UT", "VA", "WA", "WV" ], "websites": [ "https://autographfd.com", "https://facebook.com/SIGNATUREFD", "https://instagram.com/SIGNATUREFD_WEALTH", "https://linkedin.com/COMPANY/SIGNATUREFD", "https://signaturefd.com", "https://x.com/SIGNATUREFD", "https://youtube.com/@NETWORTHWHILE" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112758", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/signaturefd-llc-atlanta-ga-112758", "display_name": "Signaturefd, LLC", "summary": "Signaturefd, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Signaturefd, LLC (CRD 112758): 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", "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 advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Signaturefd, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Signaturefd, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Signaturefd, LLC located?", "a": "Signaturefd, LLC's principal office is in Atlanta, GA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Signaturefd, LLC registered with the SEC or a state?", "a": "Signaturefd, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 112758." }, { "q": "How much does Signaturefd, LLC manage?", "a": "Signaturefd, LLC reports $9,675,890,922 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (93% discretionary)." }, { "q": "How have Signaturefd, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Signaturefd, LLC: Regulatory assets under management: $4,577,997,054 in the October 2021 data and $9,675,890,922 in the October 2026 data, up 111%. Total employees: 87 in October 2021 and 130 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Signaturefd, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,271); individuals (other than high net worth individuals) (620); charitable organizations (9)." }, { "q": "Which custodians does Signaturefd, LLC use?", "a": "Signaturefd, 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." }, { "q": "Does Signaturefd, 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/112758" }, { "q": "What changed in Signaturefd, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Added the business name Autographfd. Employees performing advisory functions went from 46 to 50. Regulatory assets under management went from $8,331,600,262 to $9,675,890,922 (+16%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4577997054.0, "total_employees": 87, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 6143956425.0, "total_employees": 89, "filing_date": "2022-04-29" }, { "period": "2023-10-01", "regulatory_assets_under_management": 6146773595.0, "total_employees": 99, "filing_date": "2023-09-27" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7245750124.0, "total_employees": 108, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 8331600262.0, "total_employees": 119, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 9675890922.0, "total_employees": 130, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Added the business name Autographfd.", "Employees performing advisory functions went from 46 to 50.", "Regulatory assets under management went from $8,331,600,262 to $9,675,890,922 (+16%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE 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/signaturefd-llc-atlanta-ga-112758.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 620, "fewer_than_5": false, "raum": 719873860.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 1271, "fewer_than_5": false, "raum": 8456772602.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 373258237.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 7, "fewer_than_5": false, "raum": 7230301.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 9, "fewer_than_5": false, "raum": 118755922.0 } ], "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/112758", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }