Signature Equity Partners, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 327455
- Registered since
- July 27, 2023
- Website
- sfbrokerage.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals65.94%
- HNWI34.06%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Signature Equity Partners, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2023. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its client base is individual and family households. Fee arrangements include percentage-of-AUM billing plus options for hourly and fixed fees. Signature Equity Partners identifies as a capital allocator, suggesting it mixes internally managed mandates with allocations to outside managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities32%
- Cash & Cash Equivalents5%
- Other4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 723Active vs passive
$223M in ETFs
65%
$146M
30%
$77.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $6.6M | 8,900 | 2.95% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 445 Hutchinson Ave
- Time zone
- ET (UTC-5)
- Office locations
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