SIGNATURE FINANCIAL MANAGEMENT INC

CRD

106375

SEC file #

801-47290

EIN

541716096

DBA names

Brown Advisory

Economics

AUM

$7.57B

AUM band

$1B+

AUM trajectory

'20 · $4.35B

'21 · $6.59B

'22 · $7.69B

'23 · $7.84B

'25 · $7.32B

'26 · $7.57B

'20'26

$4.35B → $7.57B▲ +74%

sec adv history

Client mix

Individuals High Net Worth	145
Individuals Other	27
Charitable Organizations	23
Corporations	18
Pooled Investment Vehicles	16

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 20 advisors

'21 · 12 advisors

'22 · 22 advisors

'23 · 17 advisors

'25 · 21 advisors

'26 · 16 advisors

'20'26

20 advisors → 16 advisors▼ -20%

sec adv history

Primary office

NORFOLK VA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing

03/30/2026

twitter.com/bafunds(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BROWN ADVISORY INCORPORATED

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

BROWN ADVISORY INCORPORATED

FERNANDEZ, VICTOR

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:twitter.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001542162

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2012-02-14

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2019-02-13

Accession0001172661-19-000464

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	102
Fidelity	36
Bny Mellon	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

101 WEST MAIN STREET, SUITE 700NORFOLK, VA 23510

Business

101 WEST MAIN STREET, SUITE 700NORFOLK, VA 23510

Edgar EIN

541716096

Edgar Recent Filings

13F-NT2026-05-15 · 0001542162-26-000003

13F-NT2026-02-13 · 0001542162-26-000002

Firm Has Custody

Yes

Mailing Office Differs

Trust Company Affiliate

Yes