{"url":"https://nivawealth.com/firms/signature-estate-and-investment-advisors-108163","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108163","regulatoryAum":22537603576,"crd":"108163","secFileNumber":"801-56288","legalName":"Signature Estate & Investment Advisors LLC","displayName":"Signature Estate & Investment Advisors","website":"http://www.seia.com","linkedinUrl":"https://www.linkedin.com/company/signature-estate-&-investment-advisors-llc/","founded":"1997","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2121 Avenue of the Stars, Suite 1600","city":"Los Angeles","state":"CA","stateName":"California","country":"United States","postalCode":"90067"},"tradeNames":["Lifecare Affordability Plan"],"registration":{"secApproved":"23 February 1999","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":241,"advisory":128,"brokerDealerReps":138,"insuranceAgents":74,"promoters":4},"aum":{"discretionary":3567016189,"discretionaryAccounts":2707,"nonDiscretionary":18970587387,"nonDiscretionaryAccounts":7126,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":114},"clientTypes":[{"label":"Individuals (other than HNW)","clients":4600,"regulatoryAum":4760407474},{"label":"High-net-worth individuals","clients":4920,"regulatoryAum":16916946616},{"label":"Pension and profit-sharing plans","clients":95,"regulatoryAum":173842093},{"label":"Charitable organizations","clients":22,"regulatoryAum":99951695},{"label":"Corporations and other businesses","clients":196,"regulatoryAum":586455698}],"fees":[{"service":"Investment advisory services","basis":"Percentage of assets; negotiable, billed in arrears.","range":"Up to 2.00% a year"}],"feeNotes":[],"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":16430772986},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":6106830590}],"custodyNote":"Signature Estate & Investment Advisors has custody of $11.12B for 9,559 clients.","otherCustodians":[],"leadership":[{"name":"Matthew Matrisian","title":"President","crd":"2507829"},{"name":"Stephen Masterson","title":"Chief Financial Officer","crd":"6661574"},{"name":"Eric Rosen","title":"Chief Operating Officer","crd":"6181478"},{"name":"Eric Rosen","title":"Chief Compliance Officer","crd":"6181478"},{"name":"Brian Holmes","title":"CEO","crd":"1263061"},{"name":"Alex Kim","title":"Deputy Compliance Officer","crd":"7119162"}],"ownership":[{"label":"Seia Holdings, LLC","detail":"Shareholder in the 75% or more ownership band and a control person, since September 2022."},{"label":"Seia Management Holdings, LLC","detail":"Indirect owner: a shareholder of Seia Holdings, LLC in the 25% to 50% band and a control person, since January 2024.","parent":"Seia Holdings, LLC"},{"label":"Reverence Capital Partiners","detail":"Indirect owner: a shareholder of Seia Holdings, LLC in the 50% to 75% band and a control person, since August 2022.","parent":"Seia Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":25,"privateResidences":0},"listedOfficeAddresses":26,"officesByState":[{"state":"Arizona","offices":2,"addresses":[{"street":"2415 E Camelback Road","city":"Phoenix"},{"street":"800 E Wetmore RD","city":"Tucson"}]},{"state":"California","offices":5,"addresses":[{"street":"2121 Avenue of the Stars, Suite 1600","city":"Los Angeles","headquarters":true},{"street":"610 Newport Center DR.","city":"Newport Beach"},{"street":"1848 S. 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They include 4,920 high-net-worth individuals, 4,600 other individuals and 196 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Signature Estate & Investment Advisors offer?","answer":"Signature Estate & Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers and educational seminars. Its services also include retirement plan services.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Signature Estate & Investment Advisors charge?","answer":"Signature Estate & Investment Advisors charges up to 2.00% a year for investment advisory services.","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Signature Estate & Investment Advisors use?","answer":"Signature Estate & Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $16,430,772,986 and Fidelity Brokerage Services LLC (Smithfield, RI), with $6,106,830,590. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Signature Estate & Investment Advisors have?","answer":"Signature Estate & Investment Advisors has 110 investment adviser representatives registered with state securities authorities, out of 241 employees, and 128 perform investment advisory functions. 138 are registered representatives of a broker-dealer and 74 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Signature Estate & Investment Advisors invest in?","answer":"At the end of its last fiscal year, Signature Estate & Investment Advisors’ separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 12% investment grade corporate bonds, 4% U.S. government and agency bonds, 4% state and local bonds, 4% cash and equivalents and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Signature Estate & Investment Advisors?","answer":"Signature Estate & Investment Advisors is owned through a holding company by Seia Management Holdings, LLC and Reverence Capital Partiners. Its direct owner is Seia Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Signature Estate & Investment Advisors get paid?","answer":"Signature Estate & Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}