Signature Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,610,301,860
Clients
7,454
Advisors
8
of 21 employees
About
Signature Investment Advisors provides investment management to individuals, high‑net‑worth clients, trusts, pension/profit‑sharing plans and other institutions through a set of branded programs (Signature Elite, Signature Custom, Signature Allocation Series and Signature Targeted Strategies). The brochure describes both non‑discretionary (Signature Elite) and discretionary offerings, and notes ancillary services such as seminars and an offered cash management solution (Flourish Cash) that the firm makes available to clients.
The firm’s investment process is driven by its DIMES research group and an Investment Committee that applies Modern Portfolio Theory with a blend of strategic macro asset allocation and tactical micro allocation; research combines quantitative screens with qualitative assessment and the committee oversees the model platforms. Signature Targeted Strategies and other discretionary offerings may employ options strategies, hire sub‑managers or include a discretionary structured‑notes SMA as part of portfolio construction.
What is distinctive in the ADV is the firm’s operational and distribution model: SIA distributes strategies through a Sponsor Firm model (Envestnet) and Distribution Support Agreements and discloses model/performance reporting through those channels, and the brochure also discloses use of AI tools for drafting and operations. The ADV further highlights specific conflicts and practices that set it apart from many peers — a disclosed 0.15% admin fee on the Flourish Cash program and an unusually high client load (7,454 clients served by eight advisors, roughly 900+ clients per advisor) — and it does not describe standalone financial planning services, indicating a focus on portfolio management and sponsor‑based model delivery.
Client services
Expertise
Fee options
$250,000 - $999,999: 0.90% - 1.50% (Equity/Blended) $1,000,000 - $2,499,999: 0.70% - 1.30% (Equity/Blended) $2,500,000 - $4,999,999: 0.60% - 1.20% (Equity/Blended) $5,000,000 - $9,999,999: 0.50% - 1.10% (Equity/Blended) $10,000,000+: Negotiable (Equity/Blended) $250,000 - $999,999: 0.45% - 1.00% (Fixed Income) $1,000,000 - $2,499,999: 0.40% - 0.90% (Fixed Income) $2,500,000 - $4,999,999: 0.35% - 0.80% (Fixed Income) $5,000,000 - $9,999,999: 0.25% - 0.70% (Fixed Income) $10,000,000+: Negotiable (Fixed Income)
Account minimum: $250,000 for Equity/Blended portfolios; $500,000 for Fixed-Income portfolios
Main office
2121 Avenue of the Stars, Suite 1600
Los Angeles CA 90067-5040
Advisors at this office
8
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Advisors at this firm
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