Signal Research Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Signal Research Group provides investment advisory, retirement-plan consulting and financial planning to individuals (including high-net-worth clients), other investment advisers, businesses and retirement plans, and reports managing roughly $18.3 million in client assets. Services include discretionary portfolio management using model strategies, sub-advisory implementations, and periodic financial planning work.
The firm’s investment process centers on model-driven portfolios built from low-cost mutual funds, ETFs and select individual securities with regular automatic rebalancing and a primary long-term orientation. At the same time, Signal Research Group employs technical and charting analysis and active management techniques, and it may trade or reallocate positions held less than one year when models or market conditions indicate a change.
Notably, the firm develops and licenses market-direction models as a signal provider to other advisers and institutions — a market-timing and subscription service that is uncommon among similar supported firms. Signal Research Group is also affiliated with an insurance agency and its advisory personnel may be licensed to sell insurance products for commission, a relationship disclosed by the firm and one that can create potential conflicts of interest distinct from its advisory services; the firm also reports about $22 million in assets under advisement tied to its model provider work.
Client services
Expertise
Fee options
Fixed engagement fees generally up to $5,000 for financial planning services
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.20% $1,000,001+: 0.80%
$150 to $300 per hour with a $300 minimum
Subscription fees generally 0.25% of assets under advisement or 20% of management fee charged by subscriber; fees negotiable; payable monthly or quarterly in advance or arrears
Account minimum: $100,000
Main office
2401 S Bryant Ave, Suite 100
Edmond OK 73013
Advisors at this office
1
Most active in
Colorado · Kansas · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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