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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-2023
- Office Locations
- 15
Office Locations
About Signature Equity Partners, LLC
Signature Equity Partners (Signature Financial Group) is a Columbus, OH financial services firm supporting individuals and families with financial planning, retirement and investment strategies, plus insurance, estate and tax planning. Portfolios commonly use ETFs and mutual funds with an asset-allocation and risk-management lens. Securities and advisory services are offered through Osaic Wealth, Inc., and the firm works with custodians such as Schwab and Fidelity.
Team overview
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Client Personas
Custodian
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Owner & Executives
SCOTT WARD ARMSTRONG
Partner, PRINCIPAL
- CRD
- #1649442
- Ownership
- 75% or more
BENJAMIN K PERSON
Chief Compliance Officer
- CRD
- #5338509
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SCOTT GREGORY ANSELMO
--
- CRD
- #4828082
JOSHUA JON BEITEL
Financial Advisor
- CRD
- #5911459
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,013,092 | $193,423 |
| Non-Discretionary | $1,608,530 | $123,733 |
| Total | $330,621,622 | $192,895 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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