# Signaturefd, LLC

> 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.

- CRD: 112758
- Filed as: SIGNATUREFD, LLC
- Also doing business as: AUTOGRAPHFD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112758
- AdvisorCensus page: https://advisorcensus.com/firm/signaturefd-llc-atlanta-ga-112758

## Quick answers

**How is Signaturefd, LLC compensated?**
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.

**Where is Signaturefd, LLC located?**
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).

**Is Signaturefd, LLC registered with the SEC or a state?**
Signaturefd, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 112758.

**How much does Signaturefd, LLC manage?**
Signaturefd, LLC reports $9,675,890,922 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (93% discretionary).

**How have Signaturefd, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Signaturefd, LLC serve?**
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).

**Which custodians does Signaturefd, LLC use?**
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.

**Does Signaturefd, 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/112758

**What changed in Signaturefd, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### 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: $9,675,890,922
- Discretionary: $8,954,186,622
- Non-discretionary: $721,704,300

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 620 | $719,873,860 |
| High net worth individuals | 1,271 | $8,456,772,602 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $373,258,237 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $7,230,301 |
| Charitable organizations | 9 | $118,755,922 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 130 total, 50 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Charlotte, NC

### Websites listed on Form ADV (Item 1.I)
- autographfd.com
- signaturefd.com
- Facebook @SIGNATUREFD
- Instagram @SIGNATUREFD_WEALTH
- LinkedIn @SIGNATUREFD
- X @SIGNATUREFD
- YouTube @NETWORTHWHILE

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,577,997,054 | 87 | March 31, 2021 |
| October 2022 | $6,143,956,425 | 89 | April 29, 2022 |
| October 2023 | $6,146,773,595 | 99 | September 27, 2023 |
| October 2024 | $7,245,750,124 | 108 | March 28, 2024 |
| October 2025 | $8,331,600,262 | 119 | March 28, 2025 |
| October 2026 | $9,675,890,922 | 130 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Signaturefd, LLC (CRD 112758): Form ADV filing data as of October 2026.
