Signature Resources Capital Management, LLC
Signature Resources Capital Management, LLC (SRCM) is an investment adviser headquartered in Newport Beach, California, serving primarily individual clients including high-net-worth individuals, pension plans, and charitable organizations. Founded in 2008, SRCM offers a range of investment advisory and management solutions, as well as financial, retirement, and estate planning services. The firm employs around 15 professionals, who provide expertise in a fiduciary capacity to ensure client goals are met with a focus on long-term financial well-being.
Investment Strategy
SRCM employs a disciplined and methodical investment strategy designed to balance risk and reward in pursuit of each client's specific goals. The firm provides solutions rooted in more than a century’s collective investment industry experience, emphasizing the importance of risk management, sound asset allocation, and a client-centric fiduciary duty. SRCM seeks to foster financial security and emotional serenity for clients by offering tailored financial planning and wealth management strategies. Advisors use a tax-centric and life-goal-oriented approach to maximize returns, preserve and grow assets, and address long-term objectives such as retirement income, wealth transfer, and charitable giving. The firm specializes in providing stable, diversified investment solutions grounded in best-interest practices for both individuals and institutions.
Latest 13F Filing Activity
Signature Resources Capital Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 513 equity positions with a total 13F market value of $183M. The fund increased holdings in American Centy Etf TR, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Signature Resources Capital Management, LLC reduced exposure to Ishares TR, SPDR S&P 500 Etf TR, Invesco Exch TRD SLF Idx FD among others.
Top Holdings
Equity Positions (513)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFSD | DIMENSIONAL ETF TRUST | 16.18% | $29.6M | 613,501 | $47.49 | $48.19 | +$1.7M |
A AVUS | AMERICAN CENTY ETF TR | 15.29% | $28.0M | 257,151 | $84.48 | $108.70 | +$3.3M |
D DFAC | DIMENSIONAL ETF TRUST | 10.99% | $20.1M | 520,957 | $30.08 | $38.57 | +$1.6M |
A AVDE | AMERICAN CENTY ETF TR | 6.16% | $11.2M | 142,576 | $62.21 | $78.90 | +$1.3M |
D DFIC | DIMENSIONAL ETF TRUST | 6.01% | $11.0M | 335,137 | $25.72 | $32.79 | +$733.6K |
Industry Allocation
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