# SIGNATUREFD, LLC

SIGNATUREFD, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 112758
- Type: SEC-registered investment adviser
- SEC file number: 801-60393
- Location: 1230 PEACHTREE STREET, NE, SUITE 1800, ATLANTA, GA, 30309
- Phone: 404-253-7600
- Latest filing: 2026-03-30
- Regulatory AUM: $9.7B
- Discretionary AUM: $9.0B
- Non-discretionary AUM: $721.7M
- Clients: 130
- Accounts: 11,102

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (92)

_Showing 25 of 92 people._

| Name | Role | Location |
| --- | --- | --- |
| Craig Bryan | MEMBER | Kyle, TX |
| David A Deeter | MEMBER | Atlanta, GA |
| Stephen Todd Sheets | MEMBER | — |
| Iii Roger Lusby | MEMBER | — |
| David Scott Fisher | MEMBER | — |
| Douglas William Liptak | MEMBER | — |
| Blair Chapman Cunningham | MEMBER | — |
| Heather A Robertson Fortner | CHIEF EXECUTIVE OFFICER (CEO) / MEMBER | — |
| Laura Katherine Mercer Amy | CHIEF COMPLIANCE OFFICER/ MEMBER | — |
| Ashley Blake Corban | CHIEF FINANCIAL OFFICER / MEMBER | — |
| Anthony Warren Welch | CHIEF INVESTMENT OFFICER/ MEMBER | — |
| Jefery Ronald Miller | MEMBER | — |
| Margaret Huang Casey | CHIEF OPERATING OFFICER/MEMBER; CHIEF SERVICE OFFICER | — |
| JONES WILLIAM DANIEL | MEMBER | — |
| FISHER SCOTT | MEMBER | — |
| BOONE JAMES MINTON | MEMBER | — |
| GRAY CHARLES GERALD | MEMBER | — |
| WELCH ANTHONY WARREN | CHIEF INVESTMENT OFFICER/ MEMBER | — |
| DUBAY DANIEL MARK | MEMBER | — |
| FRAZIER JR JAMES F | MEMBER | — |
| DEETER DAVID A | MEMBER | — |
| LUSBY III ROGER W | MEMBER | — |
| BARTLETT RUTH ANN | MEMBER | — |
| LIPTAK DOUGLAS WILLIAM | MEMBER | — |
| PELLER JEFFREY S | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112758/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112758/similar
- Related entities: https://search.stillhousedata.com/firm/112758/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112758

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.