Firm profile

SIGNATURE FINANCIAL SERVICES, LTD

ARLINGTON HEIGHTS, ILCRD 123729Latest ADV March 13, 2026

Signature Financial Services, Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Arlington Heights, IL. Its latest Form ADV filing, dated March 13, 2026, reports $274M in regulatory assets under management, 12 employees, 7 offices, and 506 accounts.

Assets Under Management
$274M
Employees
12
Offices
7 offices
Total Clients
353
Primary office
ARLINGTON HEIGHTS, IL
855 EAST GOLF ROAD, SUITE 2128, ARLINGTON HEIGHTS, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTimothy M. Olmstead

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 73.7% of total clients.
Top client categories% of clientsClients
1
Individuals
73.7%
260
2
HNWI
21.5%
76
3
Pension Plans
4.2%
15
4
Corporations
0.6%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$274Mas of March 13, 2026
Discretionary87.9%
$241M
88% of total RAUM87.9%
Non-discretionary12.1%
$33M
12% of total RAUM12.1%
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$274M
Total Accounts506
10Y AUM Change+$140M (+103.9%)

Employee Growth by Quarter

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

Total Employees12
Clients per Employee29:1
10Y Employee Change-19 (-61.3%)

* 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.