SIGNATUREFD, LLC
CRD #112758 SEC #801-60393 ATLANTA, GA 404-253-7600
SEC Registered Private Funds
Total AUM
$8.3B
Discretionary
$7.6B
Employees
119
Clients
--
Accounts
10,558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.3B | $7.6B | $690.4M | 119 | 4 |
| Mar 2025 | $8.3B | $7.6B | $690.4M | 119 | 4 |
| Mar 2024 | $7.2B | $6.6B | $675.5M | 108 | 21 |
| Sep 2023 | $6.1B | $5.6B | $576.7M | 99 | 19 |
| Aug 2023 | $6.1B | $5.6B | $576.7M | 99 | 19 |
| Jul 2023 | $6.1B | $5.6B | $576.7M | 99 | 19 |
| Mar 2023 | $6.1B | $5.6B | $576.7M | 99 | 19 |
| Apr 2022 | $6.1B | $5.7B | $479.3M | 89 | 20 |
| Mar 2022 | $6.1B | $5.7B | $479.3M | 89 | 20 |
| Nov 2021 | $4.6B | $4.2B | $414.8M | 87 | 17 |
| Mar 2021 | $4.6B | $4.2B | $414.8M | 87 | 17 |
| Oct 2020 | $3.9B | $3.2B | $682.4M | 84 | 19 |
| Oct 2020 | $3.9B | $3.2B | $682.4M | 84 | 19 |
| Aug 2020 | $3.9B | $3.2B | $682.4M | 84 | 19 |
| Jun 2020 | $3.9B | $3.2B | $682.4M | 84 | 19 |
| Mar 2020 | $3.9B | $3.2B | $682.4M | 84 | 19 |
| Nov 2019 | $3.5B | $2.8B | $722.7M | 77 | 10 |
| May 2019 | $3.5B | $2.8B | $722.7M | 77 | 10 |
| Mar 2019 | $3.5B | $2.8B | $722.7M | 77 | 10 |
| Apr 2018 | $3.2B | $2.5B | $653.4M | 70 | 16 |
| Mar 2018 | $3.2B | $2.5B | $653.4M | 70 | 16 |
| Jun 2017 | $2.6B | $2B | $549.1M | 56 | 924 |
| Mar 2017 | $2.6B | $2B | $549.1M | 56 | 924 |
| Mar 2016 | $2.3B | $1.9B | $351.6M | 53 | 895 |
| Dec 2015 | $2.2B | $1.9B | $341.4M | 48 | 771 |
| Mar 2015 | $2.2B | $1.9B | $341.4M | 48 | 771 |
| Feb 2015 | $2B | $1.7B | $316.4M | 46 | 690 |
| Dec 2014 | $2B | $1.7B | $316.4M | 46 | 690 |
| Aug 2014 | $2B | $1.7B | $316.4M | 46 | 690 |
| Mar 2014 | $2B | $1.7B | $316.4M | 46 | 690 |
| Dec 2013 | $1.5B | $1.2B | $328.6M | 32 | 480 |
| May 2013 | $1.5B | $1.2B | $328.6M | 32 | 480 |
| Apr 2013 | $1.5B | $1.2B | $328.6M | 32 | 480 |
| Mar 2012 | $1.2B | $997.8M | $226.6M | 11 | 400 |
| Jun 2011 | $1.2B | $959.9M | $215.2M | -- | -- |
| Mar 2011 | $1.2B | $959.9M | $215.2M | -- | -- |
| Mar 2007 | $866.1M | $682.6M | $183.4M | -- | -- |
| Feb 2006 | $394.4M | $389.1M | $5.3M | -- | -- |
| Apr 2004 | $295M | $295M | $0 | -- | -- |
| Mar 2004 | $295M | $295M | $0 | -- | -- |
| Jan 2004 | $190M | $190M | $0 | 10 | -- |
| Apr 2002 | $153M | $153M | $0 | 10 | -- |
| Jun 2001 | $133.6M | $81.7M | $52M | 10 | -- |
DateMar 2025
Total AUM$8.3B
Discretionary$7.6B
Non-Disc.$690.4M
Employees119
Clients4
DateMar 2025
Total AUM$8.3B
Discretionary$7.6B
Non-Disc.$690.4M
Employees119
Clients4
DateMar 2024
Total AUM$7.2B
Discretionary$6.6B
Non-Disc.$675.5M
Employees108
Clients21
DateSep 2023
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$576.7M
Employees99
Clients19
DateAug 2023
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$576.7M
Employees99
Clients19
DateJul 2023
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$576.7M
Employees99
Clients19
DateMar 2023
Total AUM$6.1B
Discretionary$5.6B
Non-Disc.$576.7M
Employees99
Clients19
DateApr 2022
Total AUM$6.1B
Discretionary$5.7B
Non-Disc.$479.3M
Employees89
Clients20
DateMar 2022
Total AUM$6.1B
Discretionary$5.7B
Non-Disc.$479.3M
Employees89
Clients20
DateNov 2021
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$414.8M
Employees87
Clients17
DateMar 2021
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$414.8M
Employees87
Clients17
DateOct 2020
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$682.4M
Employees84
Clients19
DateOct 2020
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$682.4M
Employees84
Clients19
DateAug 2020
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$682.4M
Employees84
Clients19
DateJun 2020
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$682.4M
Employees84
Clients19
DateMar 2020
Total AUM$3.9B
Discretionary$3.2B
Non-Disc.$682.4M
Employees84
Clients19
DateNov 2019
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$722.7M
Employees77
Clients10
DateMay 2019
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$722.7M
Employees77
Clients10
DateMar 2019
Total AUM$3.5B
Discretionary$2.8B
Non-Disc.$722.7M
Employees77
Clients10
DateApr 2018
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$653.4M
Employees70
Clients16
DateMar 2018
Total AUM$3.2B
Discretionary$2.5B
Non-Disc.$653.4M
Employees70
Clients16
DateJun 2017
Total AUM$2.6B
Discretionary$2B
Non-Disc.$549.1M
Employees56
Clients924
DateMar 2017
Total AUM$2.6B
Discretionary$2B
Non-Disc.$549.1M
Employees56
Clients924
DateMar 2016
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$351.6M
Employees53
Clients895
DateDec 2015
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$341.4M
Employees48
Clients771
DateMar 2015
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$341.4M
Employees48
Clients771
DateFeb 2015
Total AUM$2B
Discretionary$1.7B
Non-Disc.$316.4M
Employees46
Clients690
DateDec 2014
Total AUM$2B
Discretionary$1.7B
Non-Disc.$316.4M
Employees46
Clients690
DateAug 2014
Total AUM$2B
Discretionary$1.7B
Non-Disc.$316.4M
Employees46
Clients690
DateMar 2014
Total AUM$2B
Discretionary$1.7B
Non-Disc.$316.4M
Employees46
Clients690
DateDec 2013
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$328.6M
Employees32
Clients480
DateMay 2013
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$328.6M
Employees32
Clients480
DateApr 2013
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$328.6M
Employees32
Clients480
DateMar 2012
Total AUM$1.2B
Discretionary$997.8M
Non-Disc.$226.6M
Employees11
Clients400
DateJun 2011
Total AUM$1.2B
Discretionary$959.9M
Non-Disc.$215.2M
Employees--
Clients--
DateMar 2011
Total AUM$1.2B
Discretionary$959.9M
Non-Disc.$215.2M
Employees--
Clients--
DateMar 2007
Total AUM$866.1M
Discretionary$682.6M
Non-Disc.$183.4M
Employees--
Clients--
DateFeb 2006
Total AUM$394.4M
Discretionary$389.1M
Non-Disc.$5.3M
Employees--
Clients--
DateApr 2004
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees10
Clients--
DateJun 2001
Total AUM$133.6M
Discretionary$81.7M
Non-Disc.$52M
Employees10
Clients--