Hedge Fund Database

SIGNATURE WEALTH MANAGEMENT GROUP LLC

Adviser information for SIGNATURE WEALTH MANAGEMENT GROUP LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,258 $354.2M
Non-Discretionary 0 $0
Total 1,258 $354.2M

Clients

Type Number RAUM
Individuals 334 $157.8M
HNW Individuals 102 $196.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 13
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-109974
SEC ERA File Number 801-109974
SEC CIK Numbers 1736666
SEC CRD Numbers 285713
Legal Entity Identifier None

Principal Office

3625 CUMBERLAND BOULEVARD
SUITE 1485
ATLANTA
GA
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 678-932-2500, Fax: 678-401-7026

Websites

www.twitter.com/signaturewmg www.facebook.com/signaturewmg/ www.linkedin.com/company/signature-wealth-management-group www.signaturewmg.com www.instagram.com/signaturewealth/ studio.youtube.com/channel/ucwds5h_8ksm8znoutof1tew

Chief Compliance Officer

BRIAN WALKER
OPERATIONS MANAGER
3625 CUMBERLAND BOULEVARD
SUITE 1485
ATLANTA
GA
United States
Tel: 678-932-2500
(Full email address available in API data)

Regulatory Contact

JAMES O. SIMS
MANAGING PARTNER
3625 CUMBERLAND BOULEVARD
SUITE 1485
ATLANTA
GA
United States
Tel: 678-932-2500
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SIMS, JAMES, ORREN Individual – MANAGING MEMBER, MANAGING PARTNER 02/2017 25-50%
BISHOP, SCOTT, Richard Individual – MANAGING MEMBER, MANAGING PARTNER 02/2017 25-50%
WALKER, BRIAN, EDWARD Individual – CHIEF COMPLIANCE OFFICER 07/2018 < 5%
MANGOLD, CURT, RICHARD Individual – PARTNER 01/2022 10-25%

No. Employees, Historic

105020192020202120222023202420258 on 11/4/20198 on 11/5/20198 on 3/19/20208 on 6/24/20208 on 11/5/20207 on 3/11/202110 on 3/4/202210 on 3/3/202310 on 8/29/202310 on 9/5/202310 on 2/28/202410 on 2/28/202410 on 3/26/2024

RAUM, Historic

400M200M02019202020212022202320242025222271977 on 11/4/2019222271977 on 11/5/2019264322696 on 3/19/2020264322696 on 6/24/2020264322696 on 11/5/2020263419630 on 3/11/2021337789835 on 3/4/2022326057275 on 3/3/2023326057275 on 8/29/2023326057275 on 9/5/2023354216121 on 2/28/2024354216121 on 2/28/2024354216121 on 3/26/2024

No. Clients, Historic

50025002019202020212022202320242025351 on 11/4/2019351 on 11/5/2019372 on 3/19/2020372 on 6/24/2020372 on 11/5/2020353 on 3/11/2021415 on 3/4/2022421 on 3/3/2023421 on 8/29/2023421 on 9/5/2023436 on 2/28/2024436 on 2/28/2024436 on 3/26/2024

Holdings

From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 222K 2K –
ABBVIE INC COM 5M 26K –
ADOBE INC COM 1M 2K –
ALPHABET INC CAP STK CL C 2M 10K –
AMERICAN EXPRESS CO COM 2M 9K –
AMGEN INC COM 4M 13K –
AMPLIFY ETF TR CWP ENHANCED DIV 4M 107K –
APPLE INC COM 2M 9K –
AUTOMATIC DATA PROCESSING IN COM 332K 1K –
BANK NEW YORK MELLON CORP COM 4M 65K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 251K 617 –
BLACKROCK INC COM 2M 2K –
BRISTOL-MYERS SQUIBB CO COM 3M 71K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 382K 12K –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 422K 14K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 559K 17K –
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 1M 48K –
CHENIERE ENERGY INC COM NEW 832K 5K –
CHEVRON CORP NEW COM 4M 24K –
CISCO SYS INC COM 4M 75K –
COCA COLA CO COM 995K 16K –
CROWDSTRIKE HLDGS INC CL A 2M 5K –
DEERE & CO COM 2M 4K –
DIGITAL RLTY TR INC COM 2M 14K –
DOW INC COM 3M 63K –
ELI LILLY & CO COM 732K 808 –
ENTERGY CORP NEW COM 4M 36K –
EXXON MOBIL CORP COM 331K 3K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 771K 15K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 1M 33K –
FISERV INC COM 2M 11K –
FLOWERS FOODS INC COM 4M 160K –
GAMING & LEISURE PPTYS INC COM 4M 81K –
GENERAL MLS INC COM 3M 46K –
HOME DEPOT INC COM 5M 14K –
INTERNATIONAL BUSINESS MACHS COM 4M 21K –
INTUIT COM 2M 3K –
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 2M 75K –
ISHARES BITCOIN TR SHS 947K 28K –
ISHARES TR IBONDS 27 ETF 6M 256K –
ISHARES TR IBONDS DEC 25 2M 57K –
ISHARES TR IBONDS DEC 2030 5M 223K –
ISHARES TR IBONDS DEC2026 5M 227K –
ISHARES TR IBONDS DEC25 ETF 9M 347K –
ISHARES TR IBONDS 26 TRM TS 364K 16K –
ISHARES TR IBONDS DEC 1M 52K –
ISHARES TR IBONDS DEC 28 1M 47K –
ISHARES TR TIPS BD ETF 4M 40K –
ISHARES TR IBONDS DEC 2031 3M 160K –
ISHARES TR IBONDS DEC 2029 364K 15K –
ISHARES TR IBONDS DEC 29 5M 234K –
ISHARES TR IBONDS 24 TRM TS 453K 19K –
ISHARES TR IBONDS DEC24 ETF 8M 306K –
ISHARES TR IBONDS 28 TRM TS 310K 14K –
ISHARES TR IBDS DEC28 ETF 5M 206K –
ISHARES TR IBONDS 25 TRM TS 466K 20K –
ISHARES TR IBONDS DEC 27 1M 50K –
ISHARES TR 20 YR TR BD ETF 2M 27K –
ISHARES TR IBONDS DEC 26 2M 61K –
ISHARES TR IBONDS 27 TRM TS 364K 16K –
ISHARES TR IBONDS DEC 2032 2M 88K –
JOHNSON & JOHNSON COM 623K 4K –
JPMORGAN CHASE & CO. COM 424K 2K –
KB HOME COM 2M 29K –
KIMBERLY-CLARK CORP COM 4M 31K –
LAM RESEARCH CORP COM 323K 303 –
LOCKHEED MARTIN CORP COM 2M 5K –
MCDONALDS CORP COM 206K 808 –
MERCK & CO INC COM 598K 5K –
MICROSOFT CORP COM 5M 10K –
NVIDIA CORPORATION COM 2M 16K –
NXP SEMICONDUCTORS N V COM 2M 7K –
PAYCHEX INC COM 4M 31K –
PFIZER INC COM 4M 136K –
PROCTER AND GAMBLE CO COM 342K 2K –
RAYMOND JAMES FINL INC COM 697K 6K –
REALTY INCOME CORP COM 4M 75K –
SALESFORCE INC COM 2M 6K –
SCHWAB CHARLES CORP COM 2M 24K –
SERVICENOW INC COM 1M 2K –
SNAP ON INC COM 1M 4K –
SOUTHERN CO COM 10M 124K –
SPDR S&P 500 ETF TR TR UNIT 233K 429 –
SPDR SER TR S&P DIVID ETF 214K 2K –
TESLA INC COM 1M 6K –
TEXAS INSTRS INC COM 4M 19K –
TJX COS INC NEW COM 2M 18K –
TRACTOR SUPPLY CO COM 2M 7K –
TRANE TECHNOLOGIES PLC SHS 2M 6K –
TRUIST FINL CORP COM 3M 88K –
UNITED PARCEL SERVICE INC CL B 3M 25K –
UNITEDHEALTH GROUP INC COM 2M 3K –
VANECK ETF TRUST PREFERRED SECURT 1M 72K –
VANGUARD BD INDEX FDS VANGUARD ULTRA 4M 72K –
VANGUARD INDEX FDS S&P 500 ETF SHS 441K 882 –
VERTEX PHARMACEUTICALS INC COM 2M 4K –
WALMART INC COM 712K 11K –
WILLIAMS COS INC COM 5M 116K –
WILLIAMS SONOMA INC COM 2M 6K –
ZOETIS INC CL A 1M 8K –