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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
- Website
- HTTP://WWW.SIGNATUREIA.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 52 | $93.6M |
| Charitable organizations | Fewer than 5 | $14.6M |
| High net worth individuals | 1,747 | $2.69B |
| Pension and profit sharing plans | 24 | $37.8M |
| Individuals (other than high net worth individuals) | 5,707 | $3.92B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 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.

