S
Signature Resources LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$84,192,632
Clients
40
60% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$2,104,816
About
Signature Resources LLC provides ongoing investment advisory and portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm manages separate custodial accounts and offers advice on mutual funds, ETFs, exchange‑listed securities and various fixed‑income instruments.
The firm’s investment process combines fundamental, technical and charting analysis and employs both strategic and tactical asset‑allocation approaches to implement client portfolios. Advisory services are customized through one‑on‑one interviews and suitability assessments, clients may impose reasonable investment restrictions, and accounts are actively monitored with periodic reviews.
Signature Resources is a small, single‑advisor practice that manages roughly $84 million across about 40 client relationships, with the vast majority of assets managed on a discretionary basis and no stated account minimums. The firm was recently established and highlights institutional fiduciary experience and CFP certification on its advisory team; it also does not vote client proxies, leaving proxy decisions to each client.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,000,000: 0.850% annually $1,000,001 - $2,000,000: 0.750% annually $2,000,001+: 0.500% annually
Fee-only: Asset management fees based on assets under management; no commissions or performance fees.
Main office location
Signature Resources LLC
Fuquay Varina NC, United States
Number of offices
1
Most active in
Signature Resources LLC has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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