SourcingSourcing

SIGNATURE EQUITY PARTNERS, LLC

B58
CRD 327455·SEC 801-128432·COLUMBUS, OH
AUM
$330.6M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$992K
@ 30% margin
Est. Deal Value
$7.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SIGNATURE EQUITY PARTNERS, LLC
CRD
327455
SEC file #
801-128432
EIN
931771813
DBA names
—

Economics

AUM
$330.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$330.6M → $330.6M▬ 0%
Client mix
Individuals Other1,019
Individuals High Net Worth37

Operations

Employees (total)
38
Advisory staff (per ADV)
25
Advisory staff (5-yr trend)
'25'26
25 advisors → 25 advisors▬ 0%
Primary office
COLUMBUS OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
midwestretirementconsultants.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARMSTRONG, SCOTT, WARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ARMSTRONG, SCOTT, WARD
PERSON, BENJAMIN, K
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MIDWESTRETIREMENTCONSULTANTS.NET
Rdap Domain Creation Date
2024-09-24T14:12:27Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002109813
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0002109813-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2878
Soi Zip Pct 200k Plus
0.0965
Soi Zip Returns 200k Plus
2,210
Soi Zip Total AGI
2,242,387
Fdic Zip Total Deposits
8,912,022,000
Fdic Zip Branch Count
241
Fdic Zip Top Banks
The Huntington National Bank
Union Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
31
Bc Firm Active IA Count
31
Bc Firm IAR Count
31
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
445 HUTCHINSON AVESUITE 800COLUMBUS, OH 43235
Business
445 HUTCHINSON AVESUITE 800COLUMBUS, OH 43235
Edgar EIN
931771813
Edgar Recent Filings
13F-HR2026-05-13 · 0002109813-26-000002
13F-HR2026-02-17 · 0002109813-26-000001
Fdic Zip Branches Raw
Society National BankWorthington, OH
Society National BankColumbus, OH
Fdic Zip HHI
1254.61
Fdic Zip Top Bank Share Pct
25.35
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-24T14:12:27Z
Rdap Domain Last Changed
2025-09-25T12:39:23Z
Rdap Nameservers
Pdns13.domaincontrol.comPdns14.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI58,429
Returns4,740
Stub 2
AGI191,852
Returns5,110
Stub 3
AGI237,031
Returns3,850
Soi Zip Total Business Income
85,474
Soi Zip Total Cap Gains
114,140
Soi Zip Total Dividends
65,895
Soi Zip Total Returns
22,900
Top Owner CRD
1649442
Trust Company Affiliate
No

People (31)

31
ARMSTRONG, SCOTT, WARD
IAR · Direct Owner · 87.5%
1649442
PERSON, BENJAMIN, K
IAR · Executive Officer · 2.5%
5338509
ANTHONY RICHARD SHOCKLEY
IAR
1419147
KYLE ALEXANDER SANDERS
IAR
4633585
MANUEL CORTEZ GONZALEZ
IAR
5274759
JASON DOUGLAS MYERS
IAR
4351261
Markus Everett Weaver
IAR
7004690
TYLER AARON CAMMALLERI
IAR
6237218
SCOTT GREGORY ANSELMO
IAR
4828082
SEAN FREDERICK MILNER
IAR
2306589
MARK S WEAVER
IAR
1433361
JOHN ROSS CROOKS
IAR
7999076
BART ALLEN BUTLER
IAR
3238868
JOSHUA C STROUSE
IAR
5139543
Ryan Van Buren
IAR
3210086
JAMES MICHAEL TSCHANTZ
IAR
1765414
GARY CURTIS YONTZ
IAR
805851
ERIC THOMAS GLOD
IAR
1819840
JON D STACY
IAR
4219292
CRAIG ALLEN LEPPIEN
IAR
4394900
ERIC BERNARD HOLMES
IAR
1109267
Charles A Powell
IAR
6562061
RODNEY ALAN STASTNY
IAR
2991261
Clayton Drew Irwin
IAR
5778659
BRIAN THOMAS MAHER
IAR
2877392
JOSHUA JON BEITEL
IAR
5911459
NICKOLAS MAGORA
IAR
5594139
MITCHELL RYAN BLAND
IAR
4830647
ISABEL DAISY JACOBS
IAR
7473505
JOSHUA DOZE CANEVARI
IAR
7754500
MATTHEW DAVID CALHOUN
IAR
4425914