SignatureFD
TL;DR
SignatureFD was formed in 1997 and registered as an adviser in 2001; it serves about 1,800 families from Atlanta and Charlotte with wealth planning and investment management.
$9.7 billion
Regulatory AUM
As of ADV filing 2026-03-30
11,102
Accounts / Clients
1,891 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
130
Team Size
employees, 50 advisory
25 yrs
Years Registered
First registered 2001
About SignatureFD
SignatureFD was formed in 1997 and registered as an adviser in 2001; it serves about 1,800 families from Atlanta and Charlotte with wealth planning and investment management.
Office: 1230 Peachtree Street NE, Suite 1800, Atlanta, GA 30309.
Best for: families above $2M who want a planning-led team with in-house tax and estate expertise
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD112758
RegistrationSEC-registered
First registration2001
Regulatory AUM$9.7 billion
ADV filing date2026-03-30
Accounts11,102
Clients1,891 individual and high-net-worth clients
Employees130
Advisory employees50
Fee modelAsset-based fees (1.00% to $5M); ADV 2A discloses optional insurance commissions via its agency
Minimum$2,000,000 for wealth management, plus $15,000 minimum annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA and JD named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 112758, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 7 of 10
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