Firm profile

SIGNATUREFD, LLC

ATLANTA, GACRD 112758Latest ADV March 30, 2026

Signaturefd, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $9.7B in regulatory assets under management, 130 employees, 1 office, and 11,102 accounts.

Assets Under Management
$9.7B
Employees
130
Offices
1 office
Total Clients
1,913
Primary office
ATLANTA, GA
1230 PEACHTREE STREET, NE, SUITE 1800, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOHeather A. Robertson Fortner
CCOLaura K. M. Amy
CFOAshley B. Corban

Advisory services offered

6 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 66.4% of total clients.
Top client categories% of clientsClients
1
HNWI
66.4%
1,271
2
Individuals
32.4%
620
3
Charitable
0.5%
9
4
Pension Plans
0.4%
7
5
Pooled Investment Vehicles
0.3%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$9.7Bas of March 30, 2026
Discretionary92.5%
$9.0B
93% of total RAUM92.5%
Non-discretionary7.5%
$722M
7% of total RAUM7.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$9.7B
Total Accounts11,102
10Y AUM Change+$7.1B (+278.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees130
Clients per Employee15:1
10Y Employee Change+74 (+132.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.