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Signet Investment Advisory Group, Inc.

Updated today

Client assets under management

$382,157,845

Clients

185

52% high-net worth

Advisors

4

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

46

Low

Average account size

$2,065,718

About

Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, businesses, and retirement plans. The firm advises on a broad set of securities — equities, fixed income, mutual funds, ETFs, REITs, money‑market instruments and cash management — and implements client-directed restrictions as part of its counsel.

The firm develops individualized investment strategies based on each client's risk tolerance, time horizon, liquidity needs and financial profile, using both fundamental and technical analysis and a mix of long‑ and short‑term trading where appropriate. Signet acts as a discretionary fiduciary for certain ERISA plans (including serving in a 3(38)-type capacity) and emphasizes regular portfolio reviews and ongoing client communication; tax efficiency is not treated as a primary objective unless specifically agreed.

Signet is a small team practice (four advisors) managing roughly $394 million in discretionary assets for about 185 clients, reflecting a counselor‑style model and a practice that may combine household accounts when determining advisory arrangements. Notable operational features that distinguish the firm from many peers include the firm president’s ability to serve as trustee for certain client accounts without separate trustee fees and the use of standing letters of authorization to effect third‑party wire transfers — controls the firm says it maintains to address the resulting limited custody.

Client services

Portfolio management

Expertise

Wealth management General tax planning Retirement income strategy

Fee options

Percentage

$0 - $1,000,000: 1.00% annually Over $1,000,000+: 0.80% annually

Other

Account minimum: $500,000

Main office location

Signet Investment Advisory Group, Inc.

101 Dyer Street, Suite 3 C

Providence RI 02903, United States

Number of offices

1

Most active in

California · Colorado · Connecticut · Florida · Georgia · Louisiana · Massachusetts · New Hampshire · New York · North Carolina · Rhode Island · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tyler K

Series 65

Providence, RI

Signet Investment Advisory Group, Inc.

Tyler Khalfayan is a financial advisor at Signet Investment Advisory Group, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Signet since 2022, with prior experience at Corrigan Financial and various roles outside finance including positions at Coast Guard House Restaurant and Newport Smokehouse. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis to tailor strategies to clients’ objectives, managing over $345 million in assets across approximately 165 accounts.

Wealth management General tax planning Retirement income strategy
user avatar

Vito C

Series 65

Providence, RI

Signet Investment Advisory Group, Inc.

Vito Capuano is a financial advisor at Signet Investment Advisory Group, Inc. with a Series 65 designation. He has been with Signet since 2023 and has held various academic and professional roles, including positions at Liberty University and Roger Williams University School of Law. Signet Investment Advisory Group offers discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis across multiple asset classes and serves as a discretionary ERISA Section 3(38) fiduciary for retirement plans.

Wealth management General tax planning Retirement income strategy
user avatar

Erin B

Series 65

Providence, RI

Signet Investment Advisory Group, Inc.

Erin Beaton is a financial advisor at Signet Investment Advisory Group, Inc. with a Series 65 designation and seven years of experience in the industry. Prior to joining Signet, Erin was a student for 17 years. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis, managing approximately $345 million in assets across about 165 client accounts.

Wealth management General tax planning Retirement income strategy
user avatar

Roberta C

Series 63, Series 65

Providence, RI

Signet Investment Advisory Group, Inc.

Roberta Capuano is a financial advisor with Signet Investment Advisory Group, Inc. in Providence, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Signet since 2003. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored strategies and manages approximately $345 million in client assets.

Wealth management General tax planning Retirement income strategy
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