Signaturefd, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 112758
· SEC file 801-60393
· Atlanta, GA
· WWW.SIGNATUREFD.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $9.7B
- Discretionary
- $9.0B
- Clients
- 1,913
- Avg AUM / client
- $5.1M
- Accounts
- 11,102
- Employees
- 130
AUM over time
$1.2B
$9.7B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 3,431 positions, $6,525,184,646)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | RUS 1000 GRW ETF | $767,093,213 | 1,798,999 | 11.8% | 7.93% |
| 2 | Ishares Tr | CORE S&P US VLU | $474,673,380 | 4,642,282 | 7.27% | 4.91% |
| 3 | Vanguard Specialized Funds | DIV APP ETF | $473,832,428 | 2,203,257 | 7.26% | 4.9% |
| 4 | Vanguard Malvern Fds | CORE BD ETF | $421,447,132 | 5,446,461 | 6.46% | 4.36% |
| 5 | Vanguard Star Fds | VG TL INTL STK F | $401,184,721 | 5,202,759 | 6.15% | 4.15% |
| 6 | Ishares Tr | CORE MSCI EAFE | $329,284,509 | 3,637,297 | 5.05% | 3.4% |
| 7 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $241,766,057 | 4,473,008 | 3.71% | 2.5% |
| 8 | Vanguard Index Fds | SMALL CP ETF | $236,808,365 | 904,125 | 3.63% | 2.45% |
| 9 | Janus Detroit Str Tr | HENDRSON AAA CL | $174,590,233 | 3,466,155 | 2.68% | 1.8% |
| 10 | Apple Inc | COM | $148,709,816 | 587,500 | 2.28% | 1.54% |
| 11 | Nvidia Corporation | COM | $136,821,429 | 785,660 | 2.1% | 1.41% |
| 12 | Ishares Tr | NATIONAL MUN ETF | $119,604,506 | 1,126,750 | 1.83% | 1.24% |
| 13 | Microsoft Corp | COM | $82,365,405 | 222,507 | 1.26% | 0.85% |
| 14 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $71,682,463 | 1,118,640 | 1.1% | 0.74% |
| 15 | Vanguard Index Fds | GROWTH ETF | $71,283,146 | 163,198 | 1.09% | 0.74% |
| 16 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $69,629,493 | 1,375,805 | 1.07% | 0.72% |
| 17 | Vanguard Index Fds | VALUE ETF | $68,888,416 | 351,113 | 1.06% | 0.71% |
| 18 | Alphabet Inc | CAP STK CL A | $67,870,296 | 236,021 | 1.04% | 0.7% |
| 19 | Amazon Com Inc | COM | $61,046,481 | 296,661 | 0.94% | 0.63% |
| 20 | Vanguard Index Fds | LARGE CAP ETF | $51,118,306 | 171,050 | 0.78% | 0.53% |
| 21 | Spdr S&P 500 Etf Tr | TR UNIT | $50,530,190 | 77,698 | 0.77% | 0.52% |
| 22 | Ishares Tr | S&P 100 ETF | $49,295,952 | 154,985 | 0.76% | 0.51% |
| 23 | Tesla Inc | COM | $43,476,681 | 117,030 | 0.67% | 0.45% |
| 24 | Ishares Inc | CORE MSCI EMKT | $42,127,101 | 603,973 | 0.65% | 0.44% |
| 25 | Meta Platforms Inc | CL A | $35,995,192 | 63,594 | 0.55% | 0.37% |
Top 25 of 3,431 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 620 | $720M | 7.44% |
| High net worth individuals | 1,271 | $8.5B | 87.4% |
| Pooled investment vehicles (non-investment companies) | 6 | $373M | 3.86% |
| Pension and profit sharing plans | 7 | $7.2M | 0.07% |
| Charitable organizations | 9 | $119M | 1.23% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $238M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Signaturefd Private Equity Fund, L.P | Private Equity Fund | Delaware | $197M | 172 |
| Signaturefd Private Asset Fund, Lp | Private Equity Fund | Delaware | $38.2M | 88 |
| Fairway Real Asset Fund I, Lp | Private Equity Fund | Georgia | $2.5M | 79 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Eversheds Sutherland (Us) Llp Retirement Plan A Eversheds Sutherland (Us) Llp | 2024 | |
| Nawco Profit Sharing Plan N.A. Williams Co. Inc. | 2024 | |
| Allianz Asset Management Of America 401(k) Savings And Retirement Plan Allianz Asset Management Of America Llc | 2024 | |
| King & Spalding Llp Profit Sharing 401(k) Plan King & Spalding Llp | 2024 | |
| Smith, Gambrell & Russell, Llp 401(k) Retirement Plan Smith, Gambrell & Russell, Llp | 2024 | |
| Delta 401(k) Retirement Plan For Pilots Delta Air Lines, Inc. | 2024 | |
| Delta 401(k) Retirement Plan Delta Air Lines, Inc. | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 | |
| Belk 401 K Savings Plan Belk Stores Services, Llc | 2024 |
People (54)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deeter, David, A. | Member | Jun 1997 (29y) | 5% – 10% | |
| Lusby, Iii, Roger, W. | Member | Jun 1997 (29y) | 5% – 10% | |
| Miller, Jefery, Ronald | Member | Jun 1997 (29y) | 5% – 10% | |
| David Scott Fisher | Member | CFP CFA | Jan 2000 (27y) | 10% – 25% |
| Douglas William Liptak | Member | CFP | Jan 2000 (27y) | 10% – 25% |
| Blair Chapman Cunningham | Member | CFP | Dec 2002 (24y) | 5% – 10% |
| Heather A Robertson Fortner | Chief Executive Officer (Ceo) / Member | Mar 2006 (20y) | 5% – 10% | |
| Anthony Warren Welch | Chief Investment Officer/ Member | CFP CFA | Aug 2018 (8y) | Less than 5% |
| Laura Katherine Mercer Amy | Chief Compliance Officer/ Member | Oct 2020 (6y) | Less than 5% | |
| Corban, Ashley, Blake | Chief Financial Officer / Member | Jan 2021 (6y) | Less than 5% | |
| Casey, Margaret, Huang | Chief Service Officer | Mar 2023 (3y) | Less than 5% | |
| Robert Kameron Besson | Registered representative | Apr 2003 (23y) | ||
| Jamie Mccusker Gentry | Registered representative | CFP | Jun 2009 (17y) | |
| Stephen Todd Sheets | Registered representative | CFA | Aug 2010 (16y) | |
| James Earl Tally | Registered representative | CFP | Jan 2013 (14y) | |
| Victoria Kent Shackley | Registered representative | CFP | Jan 2013 (14y) | |
| Blake Morgan Williams | Registered representative | CFP | Nov 2013 (13y) | |
| Daniel Mark Dubay | Registered representative | CFP | Dec 2013 (13y) | |
| Philip Chisom Beatty | Registered representative | CFP | Dec 2013 (13y) | |
| Charles Gerald Gray | Registered representative | CFP | Feb 2014 (12y) | |
| Matthew B. Barber | Registered representative | CFP CFA | Aug 2014 (12y) | |
| Russell Bennett Cearley | Registered representative | CFA | Aug 2014 (12y) | |
| Tyler Dorsey Reams | Registered representative | CFP | Aug 2015 (11y) | |
| James Frederick Loyd | Registered representative | CFP | Aug 2015 (11y) | |
| Thomas Wade Hill | Registered representative | CFP CFA | Jun 2017 (9y) | |
| Elizabeth Walsh Di Paolo | Registered representative | CFP | Aug 2017 (9y) | |
| Cameron Bryan Craig | Registered representative | CFP | Dec 2017 (9y) | |
| Isabel Foster Berbert | Registered representative | Mar 2018 (8y) | ||
| Clara Copley Parris | Registered representative | CFP | Jun 2018 (8y) | |
| James Colin Sturgis | Registered representative | CFP | Jun 2018 (8y) | |
| Brian William Frey | Registered representative | CFP | Sep 2018 (8y) | |
| James Patrick Yost | Registered representative | CFP | Feb 2019 (7y) | |
| Evan Peabody Carter | Registered representative | CFP | Mar 2019 (7y) | |
| John Daniel Thacker | Registered representative | CFP | Jun 2019 (7y) | |
| Caitlin Stewart Hochstetler | Registered representative | CFP | Jun 2019 (7y) | |
| Leah Robertson Maybry | Registered representative | Oct 2019 (7y) | ||
| Alex Jacob Moss | Registered representative | CFP | Jan 2021 (6y) | |
| Mckenna H Law | Registered representative | CFP | Mar 2023 (3y) | |
| Wendell Henry Estep | Registered representative | CFP | Jan 2024 (3y) | |
| Isobo Sokipriye Amaso | Registered representative | CFP | Mar 2024 (2y) | |
| Spencer William Borchelt | Registered representative | CFP | Feb 2025 (1y) | |
| Paul Edward Konopacki | Registered representative | CFA | May 2025 (1y) | |
| Jonathan Andres Galvis Londono | Registered representative | CFA | May 2025 (1y) | |
| William N Mcferren | Registered representative | Jul 2025 (1y) | ||
| Adis Mehic | Registered representative | CFP | Sep 2025 (1y) | |
| Victoria Elizabeth Santini | Registered representative | CFP | Jan 2026 (1y) | |
| Allison French Porter | Registered representative | CFP | Feb 2026 (0y) | |
| Kenton John Loar | Registered representative | CFP | Feb 2026 (0y) | |
| Aakash J Panchal | Registered representative | Feb 2026 (0y) | ||
| Kade Davis Scott | Registered representative | Mar 2026 (0y) | ||
| Parker Scott Dixon | Registered representative | Mar 2026 (0y) | ||
| Thomas Edward James Toney | Registered representative | Mar 2026 (0y) | ||
| Sibghat Ullah Sheikh | Registered representative | CFA | Mar 2026 (0y) | |
| Audrey Leeann Haney | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $238M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Signaturefd Private Equity Fund, L.P | Private Equity Fund | $197M | $500K | 172 |
| Signaturefd Private Asset Fund, Lp | Private Equity Fund | $38.2M | $250K | 88 |
| Fairway Real Asset Fund I, Lp | Private Equity Fund | $2.5M | $250K | 79 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Eversheds Sutherland (Us) Llp Retirement Plan A | Eversheds Sutherland (Us) Llp | 694 | $438M | 01/01/2024 |
| Nawco Profit Sharing Plan | N.A. Williams Co. Inc. | 108 | $44.0M | 01/01/2024 |
| Allianz Asset Management Of America 401(k) Savings And Retirement Plan | Allianz Asset Management Of America Llc | 2,228 | $2.2B | 01/01/2024 |
| King & Spalding Llp Profit Sharing 401(k) Plan | King & Spalding Llp | 2,071 | $1.3B | 01/01/2024 |
| Smith, Gambrell & Russell, Llp 401(k) Retirement Plan | Smith, Gambrell & Russell, Llp | 524 | $266M | 01/01/2024 |
| Delta 401(k) Retirement Plan For Pilots | Delta Air Lines, Inc. | 14,981 | $15.9B | 01/01/2024 |
| Delta 401(k) Retirement Plan | Delta Air Lines, Inc. | 89,993 | $19.0B | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
| Belk 401 K Savings Plan | Belk Stores Services, Llc | 18,856 | $401M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.46 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $6.1B (63% of AUM) Mar 2026
- Fidelity Brokerage Services $2.4B (25% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗