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SIGNATUREFD, LLC
CRD 112758File 801-60393
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 119 | 130 | increased by11 |
| Apr 1, 2026 | Clients | 1,833 | 1,913 | increased by80 |
| Apr 1, 2026 | AUM | $8,331,600,262 | $9,675,890,922 | increased by$1,344,290,660 |
| Apr 1, 2026 | Accounts | 10,558 | 11,102 | increased by544 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 89 | 119 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,553 | 1,833 | increased by280 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,143,956,425 | $8,331,600,262 | increased by$2,187,643,837 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,954 | 10,558 | increased by2,604 |
| Apr 1, 2022 | Employees | 87 | 89 | increased by2 |
| Apr 1, 2022 | Clients | 1,391 | 1,553 | increased by162 |
| Apr 1, 2022 | AUM | $4,577,997,054 | $6,143,956,425 | increased by$1,565,959,371 |
| Apr 1, 2022 | Accounts | 6,843 | 7,954 | increased by1,111 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SIGNATUREFD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SIGNATUREFD” may also match similarly-named firms). Confirm identity against each filing.
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.