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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-1997
- Office Locations
- 3
Office Locations
About Signaturefd, LLC
SignatureFD is an Atlanta-based RIA providing personalized financial planning and investment management built around its Grow, Protect, Give, Live framework. The firm works with individuals and families, including entrepreneurs, business owners, and athletes, and integrates tax, estate, insurance, and charitable planning with portfolio construction. Portfolios commonly use ETFs and mutual funds and may include private funds/alternatives, with custody primarily at Schwab and Fidelity. Unique: a “Net Worthwhile” assessment and seven client communities to tailor advice.
Team overview
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Owner & Executives
DAVID SCOTT FISHER
Senior Advisor
- CRD
- #2912277
- Ownership
- 10% but less than 25%
DOUGLAS WILLIAM LIPTAK
Founding Partner
- CRD
- #2895533
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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Isobo Sokipriye Amaso
Wealth Advisor
- CRD
- #7324778
MATTHEW B. BARBER
Wealth Advisor
- CRD
- #6375315
Showing 2 of 54 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,954,186,622 | $876,830 |
| Non-Discretionary | $721,704,300 | $810,904 |
| Total | $9,675,890,922 | $871,545 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Other | 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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