Signaturefd, LLC

Registered investment advisor · Atlanta, Georgia · CRD #112758

Assets Under Management

$9.7B

Client Accounts

11,102

Employees

130

CRD Number

112758

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Signaturefd, LLC

SignatureFD is a wealth management and financial advisory firm based in Atlanta, Georgia, with an additional office in Charlotte, North Carolina. Founded in 1997, the company is led by CEO Heather Robertson Fortner and is notable for its diverse leadership, with 58% of its team being women and 78% being minority leaders. SignatureFD manages approximately $10 billion in assets and serves over 1,800 families, maintaining a high client retention rate of 97%. The firm offers a range of services, in

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

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Frequently Asked Questions

What is Signaturefd, LLC's AUM?

Signaturefd, LLC reports approximately $9.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Signaturefd, LLC headquartered?

Signaturefd, LLC is headquartered in Atlanta, Georgia.

What is Signaturefd, LLC's CRD number?

Signaturefd, LLC's CRD number is 112758. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.