Signet Investment Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$382,157,845
Clients
185
Advisors
3
of 9 employees
About
Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, businesses, and retirement plans. The firm advises on a broad set of securities — equities, fixed income, mutual funds, ETFs, REITs, money‑market instruments and cash management — and implements client-directed restrictions as part of its counsel.
The firm develops individualized investment strategies based on each client's risk tolerance, time horizon, liquidity needs and financial profile, using both fundamental and technical analysis and a mix of long‑ and short‑term trading where appropriate. Signet acts as a discretionary fiduciary for certain ERISA plans (including serving in a 3(38)-type capacity) and emphasizes regular portfolio reviews and ongoing client communication; tax efficiency is not treated as a primary objective unless specifically agreed.
Signet is a small team practice (four advisors) managing roughly $394 million in discretionary assets for about 185 clients, reflecting a counselor‑style model and a practice that may combine household accounts when determining advisory arrangements. Notable operational features that distinguish the firm from many peers include the firm president’s ability to serve as trustee for certain client accounts without separate trustee fees and the use of standing letters of authorization to effect third‑party wire transfers — controls the firm says it maintains to address the resulting limited custody.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually Over $1,000,000+: 0.80% annually
Account minimum: $500,000
Main office
101 Dyer Street, Suite 3 C
Providence RI 02903
Advisors at this office
3
Most active in
California · Colorado · Connecticut · Florida · Georgia · Louisiana · Massachusetts · New Hampshire · New York · North Carolina · Rhode Island · 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Vito C
Series 65
Providence, RI
Signet Investment Advisory Group, Inc.
Vito Capuano is a financial advisor with Signet Investment Advisory Group, Inc., holding a Series 65 credential and one year of industry experience. His prior work includes roles at Liberty University, Roger Williams University School of Law, and the Rhode Island Bulldogs. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs both fundamental and technical analysis to develop individualized investment strategies and serves as a discretionary fiduciary for certain ERISA plans.
Erin B
Series 65
Providence, RI
Signet Investment Advisory Group, Inc.
Erin Beaton is a financial advisor at Signet Investment Advisory Group, Inc. with a Series 65 designation and seven years of experience in the industry. Prior to joining Signet, Erin was a student for 17 years. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis, managing approximately $345 million in assets across about 165 client accounts.
Roberta C
Series 63, Series 65
Providence, RI
Signet Investment Advisory Group, Inc.
Roberta Capuano is a financial advisor with Signet Investment Advisory Group, Inc. in Providence, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Signet since 2003. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored strategies and manages approximately $345 million in client assets.
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