CRD: 160715
Signature Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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