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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 16.1%, from $8.3B to $9.7B.
Across 5 reported observations, AUM increased 57.5% between April 29, 2022 and March 30, 2026, from $6.1B to $9.7B.
Of the latest reported AUM, 92.5% is discretionary and 7.5% is non-discretionary.
The firm reports 50 advisory representatives and 1,916 clients, or 38.3 clients per representative. That equates to $5.1M in reported AUM per client.
The profile lists 3 reported office locations and 29 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Signaturefd, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Signaturefd, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Signaturefd, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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