Overview
Assets Under Management: $331 million
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 37
Average Client Assets: $2.0 million
Frequently Asked Questions
SIGNATURE EQUITY PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327455), SIGNATURE EQUITY PARTNERS, LLC is subject to fiduciary duty under federal law.
SIGNATURE EQUITY PARTNERS, LLC is headquartered in COLUMBUS, OH.
SIGNATURE EQUITY PARTNERS, LLC serves 37 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, SIGNATURE EQUITY PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SIGNATURE EQUITY PARTNERS, LLC manages $331 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, SIGNATURE EQUITY PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.58%
Average Client Assets: $2.0 million
Total Client Accounts: 1,714
Discretionary Accounts: 1,701
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 327455
Filing ID: 2069598
Last Filing Date: 2026-03-12 12:33:02