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.
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 |