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SIGNATURE INVESTMENT ADVISORS, LLC

CRD 160715File 801-76593
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.76B
Top 25% of cohort (national)
Discretionary AUM
$6.05B
Non-discretionary $706.8M
Clients
7,530
7,533 accounts
Employees
21
Top 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
May 2, 2012
Principal office
2121 AVENUE OF THE STARS, SUITE 1600, LOS ANGELES, CA, 90067-5040
Phone
888-349-3241

Assets & accounts

ADV Item 5F
Total regulatory AUM
$6.76B
Discretionary AUM
$6.05B
Non-discretionary AUM
$706.8M
Discretionary accounts
6,746
Non-discretionary accounts
787
Total accounts
7,533
AUM per client
$897K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other52$93.6M
Charitable organizationsFewer than 5$14.6M
High net worth individuals1,747$2.69B
Pension and profit sharing plans24$37.8M
Individuals (other than high net worth individuals)5,707$3.92B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other
  • Selection of other advisers
  • Portfolio management for businesses
  • 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
No

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.