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SIGNATUREFD, LLC
SEC RegisteredATLANTA, GAhttps://signaturefd.com404-253-7600
Assets Under Management
$5B–$25B
Employees
130
Office Locations
3 offices
Total Accounts
11102
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Services
Private funds / alternatives
Private Equity
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 620 | $720M |
| High Net Worth Individuals | 1,271 | $8.5B |
| Pension/Profit Sharing Plans | 6 | $373M |
| Charitable Organizations | 7 | $7.2M |
| State/Municipal Entities | 9 | — |
3 total clients reported on Form ADV.
Leadership
David Scott Fisher
MEMBER
Douglas William Liptak
MEMBER
Jeffrey S. Peller
MEMBER
Blair Chapman Cunningham
MEMBER
Charles Spencer Zimmerman
MEMBER
Heather A Robertson Fortner
CHIEF COMPLIANCE OFFICER (CCO) / MEMBER
Office locations
3 offices in 2 states
GA
ATLANTAHQ
NC
CHARLOTTE
Advisors at this firm
9 advisors in the directory
Isobo Sokipriye Amaso
Investment Adviser Representative
Laura Katherine Mercer Amy
Investment Adviser Representative
Jonathan Andres Galvis Londono
Investment Adviser Representative
Adis Mehic
Investment Adviser Representative
Alex Jacob Moss
Investment Adviser Representative
Aakash J Panchal
Investment Adviser Representative
Allison French Porter
Investment Adviser Representative
Heather A Robertson Fortner
Investment Adviser Representative
Anthony Warren Welch
Investment Adviser Representative
Regulatory & compliance
CRD number
#112758
SEC Number
801-60393
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $2,000,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Above $5,000,000 | 0.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
signaturefd.comPhone
404-253-7600Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SIGNATUREFD, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.