CRD: 160715
Signature Investment Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-02-2012
- Office Locations
- 3
Office Locations
About Signature Investment Advisors, LLC
Los Angeles-based Signature Investment Advisors provides comprehensive, ongoing wealth management and investment management, tailoring portfolios for individual investors across retail and institutional relationships. The team emphasizes disciplined asset allocation and active portfolio construction using public funds, ETFs, and fixed income, and supports ESG/socially responsible mandates. Common custodians include Schwab and Fidelity/NFS; affiliated with Signature Estate & Investment Advisors (est. 1997).
Reported data analysis
What the numbers show
Between June 23, 2025 and March 31, 2026, reported AUM increased 17.9%, from $5.7B to $6.8B.
Across 5 reported observations, AUM increased 56.8% between November 16, 2022 and March 31, 2026, from $4.3B to $6.8B.
Of the latest reported AUM, 89.5% is discretionary and 10.5% is non-discretionary.
The firm reports 8 advisory representatives and 7,530 clients, or 941.3 clients per representative. That equates to $897.2K in reported AUM per client.
The profile lists 3 reported office locations and 14 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Signature Investment Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Signature Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN DAVID HOLMES
Chief Executive Officer, Managing Member, President
- CRD
- #1263061
- Ownership
- Less than 5%
ALEX KIM
Director
- CRD
- #7119162
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
Briana Michelle Bowker
Relationship Manager
- CRD
- #6861925
Dillon Cranston
Associate Relationship Manager
- CRD
- #8118729
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,049,465,946 | $896,749 |
| Non-Discretionary | $706,795,084 | $898,088 |
| Total | $6,756,261,030 | $896,888 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Signature Investment Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Signature Investment Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing