Mount Vernon, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Signature Equity Partners, LLC
Multi-team
Firm-wide stats for Signature Equity Partners, LLC
About
Signature Equity Partners provides investment advisory and planning services to individuals (including high‑net‑worth clients), retirement plans, corporations and other entities. The firm offers portfolio management, financial planning, retirement‑plan consulting, and third‑party money manager selection across both discretionary and non‑discretionary engagements.
It delivers advice through a network of independent advisory affiliates whose underlying advisors are registered as Signature IARs and makes extensive use of the Vision2020 Wealth Management Platform (including advisor‑managed portfolios, SMAs, UMAs, GMPAs and SUMAs) while also offering independent portfolio management and TPMM monitoring. Portfolios are tailored to each client’s investor profile, monitored on an ongoing basis, and can include model portfolios and optional overlays such as tax management and socially responsible investing.
Noteworthy features include a multi‑team structure of 34 advisors operating under multiple trade names, a recent founding in 2023, and platform relationships with Vision2020/Osaic and Envestnet that support wrap‑fee options and overlay services. Many advisors are dually registered with a broker‑dealer and some are licensed to sell insurance through an affiliated insurance agency, arrangements that provide additional implementation options and are disclosed in the firm’s brochure.
Based on Signature Equity Partners, LLC
Expertise
Based on Signature Equity Partners, LLC
Location
103 South Main Street
Mount Vernon OH 43050
Advisors at this office
2
Advisors at this office
Charles P
Mount Vernon, OH
Signature Equity Partners, LLC
Charles Powell is an investment advisor at Signature Equity Partners, LLC with nine years of industry experience. He previously worked at Cambridge Investment Research, Inc. for eight years and has a background with Utility Pipeline Ltd. Powell is a minority owner of a local CPA firm where he assists with public relations and community events, and he occasionally works as a DJ for private gatherings. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates under a multi-team structure and uses the Vision2020 Wealth Management Platform to deliver tailored portfolios with ongoing monitoring and options such as tax management and socially responsible investing.
Joshua S
Series 63, Series 65
Mount Vernon, OH
Signature Equity Partners, LLC
Joshua Strouse is an investment advisor representative with Signature Equity Partners, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, LPL Financial, and Chase Investment Services. He is a minority owner of an accounting firm, Wilging, Roush & Parsons CPAs, and serves as a notary public. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting.
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