Signature Resources Capital Management, LLC

RIASEC RegisteredEst. 2007

Total AUM

$304M

Discretionary

$304M

100% of AUM

Avg account

$341K

Accounts

891

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 144069
Registered since: June 8, 2007
Website: srcmadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.31%
Individuals27.03%
Pension & Profit Sharing Plans4.79%
Corporations / Businesses0.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Signature Resources Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and first registered with the SEC in 2007. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering a mix of portfolio management and advisory services. Its documented service set includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, and selection of external advisers. The firm bills through a combination of asset-based fees, hourly charges, and fixed fees. It lists an insurance company among its industry affiliations and does not position itself as an active ESG investor. Signature Resources identifies as an owner-operated RIA and uses third-party managers as part of its investment implementation.