CRD: 105310
Signet Financial Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-15-1988
- Office Locations
- 5
Office Locations
About Signet Financial Management, LLC
Signet Financial Management is a fee-only, fiduciary RIA providing ongoing financial planning and investment management focused on retirement and complex life decisions for business owners, entrepreneurs, and retirees. Portfolios emphasize asset allocation and risk management across ETFs and mutual funds, with access to alternatives as needed. Custodied with Charles Schwab and using Orion. Ranked #40 on CNBC’s 2025 Financial Advisor 100.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNETH MATTHEW ETTER
Investment Advisor Representative, PARTNER, President
- CRD
- #2729389
- Ownership
- 25% but less than 50%
EVGENIY YURIEVICH YASHIN
Chief Executive Officer, Chief Investment Officer, PARTNER
- CRD
- #5704938
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
Unlock allContacts
Robert Adly Barron
Financial Advisor, General Partner
- CRD
- #7498694
CHRISTOPHER S BERTE
Financial Advisor, General Partner
- CRD
- #6129823
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,176,047,539 | $608,720 |
| Non-Discretionary | $0 | -- |
| Total | $1,176,047,539 | $608,720 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
Continue browsing