SignatureFD provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 2,000 clients last fiscal year. The firm advises 2 private funds.
SignatureFD reports 1,913 clients. They include 1,271 high-net-worth individuals, 620 individual clients and 9 charitable organizations. Of its assets, 92.5% ($8.95B across 10,212 accounts) are managed with discretion; $722M across 890 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 7% |
| High-net-worth individuals | 66% | 87% |
| Pooled investment vehicles | <1% | 4% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 620 | $720M | 7.4% | $1.16M |
| High-net-worth individuals | 1,271 | $8.46B | 87.4% | $6.65M |
| Pooled investment vehicles | 6 | $373M | 3.9% | $62.2M |
| Pension and profit-sharing plans | 7 | $7.23M | 0.1% | $1.03M |
| Charitable organizations | 9 | $119M | 1.2% | $13.2M |
| Total | 1,913 | $9.68B | 100% | $5.06M |
- Clients
- 620
- Regulatory AUM
- $720M
- AUM share
- 7.4%
- Avg. per client
- $1.16M
- Clients
- 1,271
- Regulatory AUM
- $8.46B
- AUM share
- 87.4%
- Avg. per client
- $6.65M
- Clients
- 6
- Regulatory AUM
- $373M
- AUM share
- 3.9%
- Avg. per client
- $62.2M
- Clients
- 7
- Regulatory AUM
- $7.23M
- AUM share
- 0.1%
- Avg. per client
- $1.03M
- Clients
- 9
- Regulatory AUM
- $119M
- AUM share
- 1.2%
- Avg. per client
- $13.2M
Total
- Clients
- 1,913
- Regulatory AUM
- $9.68B
- AUM share
- 100%
- Avg. per client
- $5.06M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 2000
SignatureFD charges 0.50%–1.00% a year for its Wealth Management Services (Financial Design). Each asset band is charged at its own rate. The fee is billed in advance, has a $15,000 annual minimum and requires an account of at least $2,000,000. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 1.00% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Consulting services (stand-alone)
- Stand-alone consulting fees are negotiable and may be fixed or hourly, depending on the level and scope of services.
- Unmanaged alternative investments administrative fee
- An administrative fee of 10 basis points a year applies to unmanaged alternative investments that SignatureFD advises and reports on.
Heather Robertson Fortner is CEO; the leadership team includes Chief Investment Officer Anthony Welch, Chief Operating Officer Margaret Casey and Chief Financial Officer Ashley Corban. It has 130 employees, 50 of them in advisory roles.
Leadership
- Heather Robertson FortnerChief Executive Officer (CEO) / Member
- Ashley CorbanChief Financial Officer / Member
- Margaret CaseyChief Operating Officer/Member
- Laura AmyChief Compliance Officer/ Member
- Anthony WelchChief Investment Officer/ Member
- David DeeterMember
- Roger LusbyMember
- David FisherMember
- Douglas LiptakMember
- Blair CunninghamMember
- Jefery MillerMember
- Stephen SheetsMember
Investment adviser representatives
49 representatives listed in the SEC register as of 9 October 2026.
- Isobo Sokipriye Amaso
- Matthew B. Barber
- Philip Chisom Beatty
- Isabel Foster Berbert
- Robert Kameron Besson
- Spencer William Borchelt
- Evan Peabody Carter
- Russell Bennett Cearley
- Cameron Bryan Craig
- Elizabeth Walsh DiPaolo
- Parker Scott Dixon
- Daniel Mark Dubay
- Wendell Henry Estep
- Brian William Frey
- Jonathan Andres Galvis Londono
- Jamie McCusker Gentry
- Charles Gerald Gray II
- Audrey Leeann Haney
- Thomas Wade Hill
- Caitlin Stewart Hochstetler
- Paul Edward Konopacki
- McKenna H Law
- Kenton John Loar JR
- James Frederick Loyd
- Leah Robertson Maybry
- William N McFerren
- Adis Mehic
- Alex Jacob Moss
- Aakash J Panchal
- Clara Copley Parris
- Allison French Porter
- Tyler Dorsey Reams
- Victoria Elizabeth Santini
- Kade Davis Scott
- Victoria Kent Shackley
- Sibghat Ullah Sheikh
- James Colin Sturgis
- James Earl Tally II
- John Daniel Thacker II
- Thomas Edward James Toney
- Blake Morgan Williams
- James Patrick Yost
Staff
- 130 employees
- 50 in advisory functions
- 42 state-registered reps
- 37 insurance agents
- 5 soliciting firms
- Owns 10% to 25% of Signaturefd, LLC
David Fisher
Control person · since January 2000
- Owns 10% to 25% of Signaturefd, LLC
Douglas Liptak
Control person · since January 2000
- Owns 5% to 10% of Signaturefd, LLC
David Deeter
since June 1997
- Owns 5% to 10% of Signaturefd, LLC
Roger Lusby
since June 1997
- Owns 5% to 10% of Signaturefd, LLC
Blair Cunningham
since December 2002
- Owns 5% to 10% of Signaturefd, LLC
Heather Robertson Fortner
Control person · since March 2006
- Owns 5% to 10% of Signaturefd, LLC
Jefery Miller
since June 1997
- Owns 5% to 10% of Signaturefd, LLC
Stephen Sheets
since May 2009
SignatureFD’s regulatory assets grew 2.1× from $4.58B (March 2021) to $9.68B (March 2026); clients rose from 1,391 to 1,913 and employees from 87 to 130.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $9.68B | 1,913 | 130 | 2 |
| March 2025 | $8.33B | 1,833 | 119 | 2 |
| March 2024 | $7.25B | 1,771 | 108 | 3 |
| August 2023 | $6.15B | 1,685 | 99 | 2 |
| April 2022 | $6.14B | 1,553 | 89 | 2 |
| March 2021 | $4.58B | 1,391 | 87 | 2 |
Besides its headquarters, SignatureFD has 1 office, with 2 listed addresses in Georgia and North Carolina.
Georgia · 1 listed address
- 1230 Peachtree Street, Ne, Suite 1800, AtlantaHQ
North Carolina · 1 listed address
- 2151 Hawkins Street, Charlotte
Other business names
SignatureFD has reported 1 other business name to the SEC.
- Autographfd
Contact and registration details
- Legal name
- Signaturefd, LLC
- Headquarters
- 1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309
- Website
- signaturefd.com
- Phone
- 404-253-7600
- @signaturefd
- SEC file
- 801-60393
- Structure
- Georgia LLC
- Fiscal year end
- December
SignatureFD uses Charles Schwab ($6.09B, 72%) and Fidelity ($2.38B, 28%) as custodians for its separately managed accounts. SignatureFD has custody of $577M in client assets for 163 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $6.09B72%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $2.38B28%
At year end, SignatureFD’s separately managed accounts were mostly in funds (67%) and stocks (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $7.49B across 3,516 positions; the largest are iShares TR (12.0%), Vanguard Specialized Funds (7.2%) and iShares TR (7.2%).
What the accounts hold
- Stocks25%
- Exchange-traded equities24%
- Non-exchange-traded equities1%
- Funds67%
- Registered funds60%
- Pooled vehicles7%
- Bonds3%
- Cash4%
- Other1%
- Annuity assets1%
Reported 13F holdings
- $7.49B
- Reported 13F value
- 3,516
- Positions
- 55.7%
- In the 10 largest
- +14.7%
- Value vs. prior quarter
- iShares TR · Rus 1000 Grw ETF12.0%
- Vanguard Specialized Funds · Div App ETF7.2%
- iShares TR · Core S&P US Vlu7.2%
- Vanguard Star Fds · VG TL Intl Stk F6.0%
- Vanguard Malvern Fds · Core BD ETF5.9%
- iShares TR · Core MSCI Eafe5.0%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF3.9%
- Vanguard Index Fds · Small CP ETF3.8%
- Janus Detroit Str TR · Hendrson Aaa CL2.4%
- Apple Inc.2.3%
Together, the ten largest are 55.7% of reported value.
How many clients does SignatureFD have?
SignatureFD has 1,913 clients and manages $9.68 billion for them, as of March 2026. They include 1,271 high-net-worth individuals, 620 individual clients and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does SignatureFD offer?
SignatureFD provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does SignatureFD charge?
SignatureFD charges 0.50%–1.00% a year for its Wealth Management Services (Financial Design). Each asset band is charged at its own rate. The fee is billed in advance, has a $15,000 annual minimum and requires an account of at least $2,000,000.
Which custodians does SignatureFD use?
SignatureFD’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $6.09B and Fidelity Brokerage Services LLC (Smithfield, RI), with $2.38B. 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 SignatureFD have?
SignatureFD has 42 investment adviser representatives registered with state securities authorities, out of 130 employees, and 50 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 37 employees are 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 SignatureFD invest in?
At the end of its last fiscal year, SignatureFD’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 7% pooled vehicles (private funds and similar), 4% cash and equivalents, 3% state and local bonds, 1% non-exchange-traded equities and 1% other. The 1% other category is described as: Annuity Assets. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does SignatureFD have a minimum investment?
Yes, SignatureFD’s minimum account size for its Wealth Management Services (Financial Design) is $2M. It charges a $15K annual minimum fee.
Who owns SignatureFD?
SignatureFD’s direct owners are David Deeter, Roger Lusby, David Fisher, Douglas Liptak, Blair Cunningham, Heather Robertson Fortner, Jefery Miller and Stephen Sheets, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does SignatureFD get paid?
SignatureFD is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees 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 SignatureFD?
SignatureFD’s main office is at 1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309. Its phone number is 404-253-7600. Its website is signaturefd.com.