CRD: 144069
Signature Resources Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2007
- Office Locations
- 8
Office Locations
About Signature Resources Capital Management, LLC
Signature Resources Capital Management is a Newport Beach, CA-based RIA providing discretionary investment management plus financial, retirement, and estate planning. The team emphasizes a fiduciary, methodical risk/reward approach and uses ETF-focused portfolios, primarily custodied at Charles Schwab. Serves both retail and institutional relationships, aiming to be a steady partner through volatile markets.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BEVERLY ANN KALTENBACH
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Gregory Linn Kaltenbach
Managing Member, President
- CRD
- #2647114
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MICHAEL ADAM BORNSTEIN
Wealth Management Advisor
- CRD
- #5904424
ANDREW STEVEN FICARRA
Financial Advisor, General Partner, Managing Partner
- CRD
- #6073920
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,917,192 | $341,097 |
| Non-Discretionary | $0 | -- |
| Total | $303,917,192 | $341,097 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | 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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