Signaturefd Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 48 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 129% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SIGNATUREFD LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWF 10.62% ETF 10.76% 0.18% 0 11%
VXUS 10.47% ETF 4.39% -0.38% 1 2%
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SIGNATUREFD LLC Founders and Key Employees

Name Title In Position Since
James F. Frazier Jr. Member June-1997
David A. Deeter Member June-1997
Roger W. Lusby Iii Member June-1997
Ruth A. Bartlett Member June-1997
David S. Fisher Member January-2000
Douglas W. Liptak Member January-2000
Jeffrey S. Peller Member January-2000
Jefery R. Miller Member June-1997
Blair C. Cunningham Member December-2002
Rhonda C. Striplin Member January-2002
Karen Thurman Member January-2002
Terri Lawson Member January-2002
Andy Burnett Member January-2003
D. S. Fowler Member June-1997
Chris Etheridge Member January-2001
Robert K. Besson Member January-2004
Jeremy L. Sperring Chief Financial Officer / Member March-2004
Charles S. Zimmerman Member January-2005
Wayne D. Reid Member January-2005
Heather A. Robertson Fortner Chief Compliance Officer (Cco) / Member March-2006
William S. Mcdaniel Member August-2006
Jason Meadows Member January-2008
Linda Schaeffer Member January-2008
William A. Godshall Member January-2008
Elizabeth P. Harty Member July-2008
Jamie V. Mccusker Member June-2009
Stephen T. Sheets Member June-2009
James E. Tally Member July-2012
Frank D. Strickland Member May-2012
Philip C. Beatty Member September-2013
Daniel M. Dubay Member September-2013
James M. Boone Member September-2013
Charles G. Gray Member September-2013
Russell B. Cearley Member January-2015
Victoria K. Shackley Member January-2015
John C. O'Donnell Member January-2015
David A. Daniell Member July-2014
Ronny L. Greer Member July-2014
Jeremy D. Jones Member July-2014

SIGNATUREFD LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

SIGNATUREFD LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Charting - (analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices)
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
 Cyclical – (analysis performed on historical relationships between price and market trends, to forecast the direction of prices)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Trading (securities...
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SIGNATUREFD LLC Portfolio Concentration


SUITE 1800
ATLANTA, Georgia

SIGNATUREFD LLC Contact Information

Phone Number: 404-253-7600
Fax Number: 404-253-7601



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