Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC (SEIA) is a Registered Investment Adviser (RIA) headquartered in Los Angeles, CA. Founded in 1997, the firm specializes in holistic wealth management, offering investment advisory services, financial planning, and retirement plan consulting to a client base that includes individuals (both high net worth and non-high net worth), charitable organizations, pension/profit sharing plans, and businesses. SEIA has approximately 171 employees, with a significant portion serving as investment advisors and brokers. The firm is owned by SEIA Holdings, LLC, which includes employee and outside investors through partnerships with entities such as Reverence Capital Partners and Advisor Group Holdings.
Investment Strategy
SEIA provides personalized investment management services through a disciplined six-step process involving assessment of client goals, evaluation of risk tolerance, asset allocation, plan implementation, portfolio rebalancing, and continuous monitoring. The firm utilizes both discretionary and non-discretionary management approaches, tailoring solutions via programs like Signature Elite, Signature Allocation Series, and custom Advisor Managed Portfolios. SEIA emphasizes strategic diversification, risk management, and goal-based planning, working closely with clients for approvals on recommended changes, and provides comprehensive financial planning as an integral part of its advisory philosophy.
Latest 13F Filing Activity
Signature Estate & Investment Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 566 equity positions with a total 13F market value of $4B. The fund increased holdings in Vanguard Index FDS, Ishares TR, Goldman Sachs Etf TR among other positions. Signature Estate & Investment Advisors LLC reduced exposure to Ssga Active Etf TR, Oreilly Automotive Inc., Select Sector SPDR TR among others.
Top Holdings
Equity Positions (566)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSLC | GOLDMAN SACHS ETF TR | 12.50% | $541.8M | 4,463,502 | $69.64 | $121.38 | +$65.2M |
V VUG | VANGUARD INDEX FDS | 10.35% | $448.4M | 1,022,867 | $284.80 | $438.40 | +$119.5M |
I IGM | ISHARES TR | 5.00% | $216.8M | 1,929,928 | $61.88 | $112.34 | +$44.7M |
T TOTL | SSGA ACTIVE ETF TR | 4.90% | $212.3M | 5,293,089 | $40.30 | $40.11 | -$61.4M |
F FNDX | SCHWAB STRATEGIC TR | 4.43% | $191.9M | 7,821,721 | $19.94 | $24.54 | +$16.8M |
Industry Allocation
Investment Team (22)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Los Angeles, CA , United States | |
 | Partner | Cleveland, OH , United States | |
 | Senior Partner | McLean, VA , United States | |
 | Partner | Cleveland, OH , United States | |
 | Associate | Santa Monica, CA , United States | |
 | Senior Partner | Los Angeles, CA , United States | |
 | Partner | Kensington, MD , United States | |
K Kenneth Buzek | Partner | Strongsville, OH , United States | |
 | Partner | Cleveland, OH , United States | |
 | Senior Partner | Newport Beach, CA , United States |
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