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SIGNATUREFD, LLC
CRD 112758File 801-60393
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.68B
Top 10% of cohort (national)
Discretionary AUM
$8.95B
Non-discretionary $721.7M
Clients
1,913
11,102 accounts
Employees
130
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 6, 2001
- Principal office
- 1230 PEACHTREE STREET, NE, SUITE 1800, ATLANTA, GA, 30309
- Phone
- 404-253-7600
- Website
- HTTPS://WWW.SIGNATUREFD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.68B
- Discretionary AUM
- $8.95B
- Non-discretionary AUM
- $721.7M
- Discretionary accounts
- 10,212
- Non-discretionary accounts
- 890
- Total accounts
- 11,102
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $118.8M |
| High net worth individuals | 1,271 | $8.46B |
| Pooled investment vehicles | 6 | $373.3M |
| Pension and profit sharing plans | 7 | $7.2M |
| Individuals (other than high net worth individuals) | 620 | $719.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This 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.