Signature Financial Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. The firm advises 16 private funds.
Signature Financial Management reports 229 clients. They include 145 high-net-worth individuals, 27 individual clients and 23 charitable organizations. Of its assets, 99.4% ($7.52B across 1,580 accounts) are managed with discretion; $45.6M across 26 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 12% | <1% |
| High-net-worth individuals | 63% | 73% |
| Pooled investment vehicles | 7% | 22% |
| Charitable organizations | 10% | 2% |
| Corporations and other businesses | 8% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 27 | $6.15M | 0.1% | $228K |
| High-net-worth individuals | 145 | $5.55B | 73.3% | $38.2M |
| Pooled investment vehicles | 16 | $1.66B | 21.9% | $104M |
| Charitable organizations | 23 | $149M | 2.0% | $6.49M |
| Corporations and other businesses | 18 | $209M | 2.8% | $11.6M |
| Total | 229 | $7.57B | 100% | $33.1M |
- Clients
- 27
- Regulatory AUM
- $6.15M
- AUM share
- 0.1%
- Avg. per client
- $228K
- Clients
- 145
- Regulatory AUM
- $5.55B
- AUM share
- 73.3%
- Avg. per client
- $38.2M
- Clients
- 16
- Regulatory AUM
- $1.66B
- AUM share
- 21.9%
- Avg. per client
- $104M
- Clients
- 23
- Regulatory AUM
- $149M
- AUM share
- 2.0%
- Avg. per client
- $6.49M
- Clients
- 18
- Regulatory AUM
- $209M
- AUM share
- 2.8%
- Avg. per client
- $11.6M
Total
- Clients
- 229
- Regulatory AUM
- $7.57B
- AUM share
- 100%
- Avg. per client
- $33.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 16
Signature Financial Management charges 0.50%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.65% |
| $5M and above | 0.50% |
Fee details and sources
Brown Advisory Incorporated owns 75% or more of Signature Financial Management and is in turn owned by Brown Advisory Group Holdings LLC (75% or more). The leadership team of Signature Financial Management includes President Logie Fitzwilliams, Chief Operating Officer William White and Chief Financial Officer Shannon Pierce. It has 36 employees, 16 of them in advisory roles.
Leadership
Logie FitzwilliamsCo-President & Co-CEO
Michael HankinCo-President & Co-CEO
Shannon PierceChief Financial Officer- William WhiteChief Operating Officer
Victor FernandezChief Compliance Officer
Brett RogersGeneral Counsel
Investment adviser representatives
17 representatives listed in the SEC register as of 9 October 2026.
- Teague Regan Avey
- Rose Miller Bennetch
- Carter Branham Snow Furr JR.
- Amanda Bradley Gift
- Weyman Gong
- Sarah Shearman Holtzinger
- Reed Robert Hurt
- Eric Scott Johnson
- Adam Matthew King
- Jean Bailey Logan
- Rupal K Master
- Christopher Laubach McLean
- Sean Stephen Meehan
- B. Wistar Morris III
- Lloyd Christopher Noland
- Christopher Wayne Rusbuldt
- Quinn Allan Straayer
Staff
- 36 employees
- 16 in advisory functions
- 14 state-registered reps
- Owns 75% or more of Signature Financial Management Inc
Brown Advisory Incorporated
Control person · since November 2018
- Owns 75% or more of Brown Advisory Incorporated
Brown Advisory Group Holdings LLC
Control person · since November 2018
Signature Financial Management’s regulatory assets went from $7.69B (March 2021) to $7.57B (March 2026); clients rose from 186 to 229 and employees fell from 55 to 36.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $7.57B | 229 | 36 | 3 |
| May 2025 | $7.32B | 234 | 37 | 3 |
| May 2024 | $6.88B | 231 | 40 | 3 |
| July 2023 | $6.61B | 214 | 45 | 3 |
| March 2022 | $7.84B | 203 | 45 | 3 |
| March 2021 | $7.69B | 186 | 55 | 3 |
Besides its headquarters, Signature Financial Management has 2 offices, with 3 listed addresses in Virginia.
Virginia · 3 listed addresses
- 101 W. Main Street, Suite 700, NorfolkHQ
- 240 W Main Street, Charlottesville
- 424 Hull Street, Richmond
Other business names
Signature Financial Management has reported 1 other business name to the SEC.
- Brown Advisory
Contact and registration details
- Legal name
- Signature Financial Management Inc
- Headquarters
- 101 W. Main Street, Suite 700, Norfolk, VA 23510-1676
- Website
- brownadvisory.com
- Phone
- 757-625-7670
- SEC file
- 801-47290
- Structure
- Virginia corporation
- Fiscal year end
- December
Signature Financial Management uses Bank of New York Mellon ($7.55B, 67%), Fidelity ($2.29B, 20%) and Charles Schwab ($1.43B, 13%) as custodians for its separately managed accounts. Signature Financial Management has custody of $4.32B in client assets for 171 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Bank of New York MellonBank of New York Mellon · New York, NY · $7.55B67%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $2.29B20%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.43B13%
At year end, Signature Financial Management’s separately managed accounts were mostly in funds (73%) and stocks (17%).
What the accounts hold
- Stocks17%
- Exchange-traded equities16%
- Non-exchange-traded equities1%
- Funds73%
- Pooled vehicles62%
- Registered funds11%
- Bonds7%
- State and local bonds6%
- U.S. government and agency bonds1%
- Cash4%
How many clients does Signature Financial Management have?
Signature Financial Management has 229 clients and manages $7.57 billion for them, as of March 2026. They include 145 high-net-worth individuals, 27 individual clients and 23 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Signature Financial Management offer?
Signature Financial Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Signature Financial Management charge?
Signature Financial Management charges 0.50%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: SIGNATURE FINANCIAL MANAGEMENT, INC. ADV PART 2A, filed 30 March 2026
Which custodians does Signature Financial Management use?
Signature Financial Management’s separately managed account assets are held at Bank of New York Mellon (New York, NY), with $7.55B, Fidelity Brokerage Services LLC (Boston, MA), with $2.29B and Charles Schwab & Co., Inc. (Westlake, TX), with $1.43B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Signature Financial Management have?
Signature Financial Management has 14 investment adviser representatives registered with state securities authorities, out of 36 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Signature Financial Management invest in?
At the end of its last fiscal year, Signature Financial Management’s separately managed accounts held 62% pooled vehicles (private funds and similar), 16% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 4% cash and equivalents, 1% non-exchange-traded equities and 1% U.S. government and agency bonds. It advises 16 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Signature Financial Management?
Signature Financial Management is owned through a holding company by Brown Advisory Group Holdings LLC. Its direct owner is Brown Advisory Incorporated (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Signature Financial Management get paid?
Signature Financial Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Signature Financial Management?
Signature Financial Management’s main office is at 101 W. Main Street, Suite 700, Norfolk, VA 23510-1676. Its phone number is 757-625-7670. Its website is brownadvisory.com.