SIGNATURE INVESTMENT ADVISORS, LLC

CRD

160715

SEC file #

801-76593

EIN

954603559

DBA names

—

Economics

AUM

$6.76B

AUM band

$1B+

AUM trajectory

'20 · $2.18B

'21 · $2.97B

'22 · $3.41B

'23 · $4.31B

'25 · $5.73B

'26 · $6.76B

'20'26

$2.18B → $6.76B▲ +210%

sec adv history

Client mix

Individuals Other	5,707
Individuals High Net Worth	1,747
Corporations	52
Pension Profit Sharing Plans	24

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 6 advisors

'21 · 7 advisors

'22 · 9 advisors

'23 · 10 advisors

'25 · 8 advisors

'26 · 8 advisors

'20'26

6 advisors → 8 advisors▲ +33%

sec adv history

Primary office

LOS ANGELES CA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersEducational Seminars Workshops

Fee basis

% of AUM

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

signatureia.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SEIA HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SEIA HOLDINGS, LLC

HOLMES, BRIAN, DAVID

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

Rdap Domain

SIGNATUREIA.COM

Rdap Domain Creation Date

2014-04-16T00:03:26Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

342,504

Form 5500 Compensation Trajectory 3y

2025

342,504

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

342,504

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001079935

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2013-02-13

Edgar Last Filing Date

2026-04-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-15

Accession0001079935-26-000003

Edgar Former Names

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

2121 AVENUE OF THE STARSSUITE 1600LOS ANGELES, CA 90067

Business

2121 AVENUE OF THE STARSSUITE 1600LOS ANGELES, CA 90067

Edgar EIN

954603559

Edgar Recent Filings

13F-HR2026-04-15 · 0001079935-26-000003

13F-HR2026-02-06 · 0001079935-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-16T00:03:26Z

Rdap Domain Last Changed

2026-02-14T07:25:53Z

Rdap Nameservers

Ns73.worldnic.comNs74.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate