Wealth manager, independent · Atlanta, GA
Signaturefd, LLC
SEC-registered investment adviser · CRD 112758 · SEC 801-60393
At a glance
Signaturefd, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $9.7B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 1,891 individual clients, 1,271 of them high-net-worth, holding an average of about $4.9 million each, and 130 employees. That ranks it 105th among the nation’s 5,657 independent wealth management RIAs and 4th of 171 in Georgia. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 404-253-7600signaturefd.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.7B
- Rank among independent wealth managers
- #105 of 5,657
- Rank among all SEC RIAs
- #1,401 of 17,210
- Rank in Georgia
- #4 of 171
- Individual clients
- 1,891
- High-net-worth clients
- 1,271
- Accounts
- 11,102
- Discretionary
- 93% of AUM
- Employees
- 130
- Advisory staff
- 50
- Offices
- 2
Owners and executives on its Form ADV
- Douglas W. LiptakMember
- David A. DeeterMember
- III R. W. LusbyMember
- David S. FisherMember
- Blair C. CunninghamMember
- Heather A Robertson FortnerChief Executive Officer (CEO) / Member
- Laura K. AmyChief Compliance Officer/ Member
- Ashley B. CorbanChief Financial Officer / Member
- Anthony W. WelchChief Investment Officer/ Member
- Jefery R. MillerMember
- Margaret H. CaseyChief Operating Officer/member
- Stephen T. SheetsMember
Custody and brokerage
Broker-dealer
No broker-dealer ties
Signaturefd, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,271 | $8.5B | 87% |
| Individuals | 620 | $720M | 7% |
| Pooled investment vehicles | 6 | $373M | 4% |
| Charitable organizations | 9 | $119M | 1% |
| Pension and profit sharing plans | 7 | $7M | <1% |
Private funds
Signaturefd, LLC reports 2 private funds with $279M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Signaturefd, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗signaturefd.com ↗
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The full record on Signaturefd, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 414 peers of its type and size
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- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| HB WealthAtlanta | $30B | 4,808 |
| Osaic Advisory Services, LLCAtlanta | $15B | 29,516 |
| Openarc Corporate Advisory, LLCAtlanta | $10B | 3,841 |
| Crawford Investment Counsel IncAtlanta | $9.1B | 1,943 |
| Arkadios Wealth AdvisorsAtlanta | $8.8B | 14,320 |
| Nicholas Hoffman & Company, LLCAtlanta | $8.3B | 399 |
Compare Signaturefd, LLC with
- Signaturefd, LLC vs Openarc Corporate Advisory, LLC $10B · Atlanta, GA
Background
Questions
How much does Signaturefd, LLC manage?
Signaturefd, LLC reports $9.7B in regulatory assets under management across 11,102 accounts, 93% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Signaturefd, LLC have?
It reports 1,891 individual clients: 1,271 high-net-worth individuals and 620 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Signaturefd, LLC headquartered?
Its main office is in Atlanta, Georgia. It reports 2 offices in total and 130 employees, 50 of whom perform investment advisory functions.
How does Signaturefd, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Signaturefd, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Charles Schwab ($6.1B); Fidelity ($2.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Signaturefd, LLC a hybrid RIA with a broker-dealer?
Signaturefd, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Signaturefd, LLC a fiduciary?
As an SEC-registered investment adviser, Signaturefd, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Signaturefd, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →