CRD: 123910
Signet Investment Advisory Group, Inc.
$394.1M Total AUM
$394.1M Disc. AUM
12.4% 3Y CAGR
9 Employees
198 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-26-2002
- Office Locations
- 1
Office Locations
101 Dyer Street, Suite 3C Providence RI
About Signet Investment Advisory Group, Inc.
Signet Investment Advisory Group (Providence, RI) designs long-term, dynamic investment plans for multi-generational families and businesses. The firm provides wealth planning, portfolio construction, and discretionary asset management, including retirement plan and insurance guidance. Portfolios lean heavily on ETFs and high-quality fixed income, with custody at Charles Schwab.
Team overview
-- AVG AGE
$98.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
7 yrs AVG TENURE
9 Employees
4 Advisory Reps
4 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERTA MARIE CAPUANO
Chief Compliance Officer, President
- CRD
- #2088390
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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E
Erin Beaton
--
- CRD
- #6953107
Available
Available
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V
Vito Joseph Capuano
--
- CRD
- #7967433
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,056,372 | $528,226 |
| Non-Discretionary | $0 | -- |
| Total | $394,056,372 | $528,226 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | 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 |
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