Overview
Assets Under Management: $228 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 27
Average Client Assets: $2 million
Frequently Asked Questions
SIGNATURE RESOURCES CAPITAL MANAGEMENT, 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 #144069), SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC is headquartered in NEWPORT BEACH, CA.
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC serves 27 high-net-worth clients according to their SEC filing dated June 20, 2025. View client details ↓
According to their SEC Form ADV, SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC manages $228 million in client assets according to their SEC filing dated June 20, 2025.
According to their SEC Form ADV, SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 807
Discretionary Accounts: 807
Regulatory Filings
CRD Number: 144069
Filing ID: 1995817
Last Filing Date: 2025-06-20 12:59:00
Website: https://srcmadvisors.com