BROWN ADVISORY

Legal name: SIGNATURE FINANCIAL MANAGEMENT INC

CRD 106375File 801-47290

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$7.57B

Top 10% of cohort (national)

Discretionary AUM

$7.52B

Non-discretionary $45.6M

Clients

229

1,606 accounts

Employees

Top 10% of cohort in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Sep 6, 1994
Principal office: 101 W. MAIN STREET, SUITE 700, NORFOLK, VA, 23510-1676
Phone: 757-625-7670
Website: https://twitter.com/Bafunds

Assets & accounts

ADV Item 5F

Total regulatory AUM: $7.57B
Discretionary AUM: $7.52B
Non-discretionary AUM: $45.6M
Discretionary accounts: 1,580
Non-discretionary accounts: 26
Total accounts: 1,606
AUM per client: $33.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	18	$208.5M
Charitable organizations	23	$149.4M
High net worth individuals	145	$5.55B
Pooled investment vehicles	16	$1.66B
Individuals (other than high net worth individuals)	27	$6.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.