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 registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2023) and is owned by an individual principal. It positions itself as a capital allocator serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Signature Equity Partners notes an affiliation with an insurance company and does not identify as an active ESG investor.
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%
Contacts
3 of 34
Clayton Irwin
Senior Supervisory PrincipalCRD 5778659
Joshua Strouse
Founder and PresidentCRD 5139543
Manuel Gonzalez
Investment AdviserCRD 5274759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 605Active vs passive
$140M in ETFs
69%
$96.4M
28%
$43.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $6.3M | 8,556 | 4.50% |
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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