Signaturefd, LLC
SignatureFD, LLC is a registered investment advisory and wealth management firm headquartered in Atlanta, GA, founded in 1997. The firm offers comprehensive financial planning, investment management, and insurance solutions primarily to high-net-worth individuals, families, small businesses, pooled investment vehicles, pension plans, and non-profit organizations. SignatureFD employs over 40 professionals including Certified Financial Planner™ practitioners, Chartered Financial Analysts, CPAs, and other specialists, and aims to provide holistic and client-centric financial advice with a fiduciary commitment. The firm is known for its team-based approach, focus on personalized solutions, and a longstanding reputation for client trust and retention.
Investment Strategy
SignatureFD employs a combination of fundamental, technical, charting, and cyclical analysis to build tailored investment portfolios for clients. They utilize strategies including long-term and short-term purchases, trading, short sales, options, and margin transactions. Portfolios are primarily constructed from mutual funds and ETFs, but may include separately managed accounts, alternatives, and recommendations of independent managers or affiliated private funds. With a holistic approach, SignatureFD integrates comprehensive wealth management, tax planning, insurance, asset protection, and wealth transfer solutions to help clients achieve financial security and peace of mind while prioritizing long-term client relationships and fiduciary standards.
Top Holdings
Equity Positions (3,260)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 13.22% | $838.6M | 1,790,256 | $246.49 | $468.41 | +$74.4M |
I IUSV | ISHARES TR | 7.07% | $448.7M | 4,489,109 | $73.45 | $99.95 | +$24.4M |
V VIG | VANGUARD SPECIALIZED FUNDS | 6.93% | $439.4M | 2,036,235 | $128.37 | $215.79 | +$23.6M |
V VCRB | VANGUARD MALVERN FDS | 5.91% | $374.7M | 4,778,198 | $77.51 | $78.41 | +$21.2M |
J JQUA | J P MORGAN EXCHANGE TRADED F | 5.34% | $338.9M | 5,387,597 | $44.99 | $62.91 | +$8.6M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | Sold | Call | $2.5M | 199 | $186.58 | $121.44 | -424 | -$3.6M |
I IWM | ISHARES TR | Sold | Call | $218.3K | 50 | $241.96 | $205.67 | -100 | -$174.5K |
P PLTR | PALANTIR TECHNOLOGIES INC | Bought | Call | $133.1K | 24 | $182.42 | $122.37 | +4 | +$87.4K |
L LEU | CENTRUS ENERGY CORP | New | Call | $126.8K | 19 | $310.07 | $310.07 | +19 | +$126.8K |
S SOFI | SOFI TECHNOLOGIES INC | New | Call | $121.3K | 170 | $26.42 | $26.42 | +170 | +$121.3K |