SIGNATURE WEALTH MANAGEMENT GROUP

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Signature Wealth Management Group is based out of Atlanta. Signature Wealth Management Group is a large advisory firm with 351 clients and discretionary assets under management (AUM) of $222,271,977 (Form ADV from 2019-01-01). Their last reported 13F filing for Q2 2019 included $149,747,000 in managed 13F securities and a top 10 holdings concentration of 32.21%. Signature Wealth Management Group's largest holding is iShares iBonds Dec 2025 Term Corp ETF with shares held of 436,606. Whalewisdom has at least 7 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $149.747 Million
  • Prior Market Value $142.804 Million
  • New Purchases7 stocks
  • Additional Purchases43 stocks
  • Sold out of5 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 32.21 %
  • Turnover % [1]:16.67%
  • Turnover Alt % [2]: 9.37 %
  • Time Held Top20:3.35 quarters
  • Time Held Top10:2.80 quarters
  • Time Held All:5.07 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 6.86%
Performance Last 4 Quarters: 13.18%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SIGNATURE WEALTH MANAGEMENT GROUP LLC
3625 CUMBERLAND BOULEVARD SUITE 230
ATLANTA GA    30339
Country: United States

Business Phone: 678-932-2500
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 198,894,000
Total Number of Clients: 351
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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SIGNATURE WEALTH MANAGEMENT GROUP LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
SIMS, JAMES, ORREN MANAGING MEMBER, MANAGING PARTNER 02/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SIGNATURE WEALTH MANAGEMENT GROUP LLC MANAGING MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, direct 2017-02-01
BISHOP, SCOTT, Richard MANAGING MEMBER, MANAGING PARTNER 02/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SIGNATURE WEALTH MANAGEMENT GROUP LLC MANAGING MEMBER, MANAGING PARTNER direct 2017-02-01
WALKER, BRIAN, EDWARD CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SIGNATURE WEALTH MANAGEMENT GROUP LLC CHIEF COMPLIANCE OFFICER direct 2018-07-01

SIGNATURE WEALTH MANAGEMENT GROUP LLC

ownership team - last updated 2017-05-24
Name Title Start Date Direct/Indirect % Ownership
SIMS, JAMES, ORREN MANAGING MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, 02/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SIGNATURE WEALTH MANAGEMENT GROUP LLC MANAGING MEMBER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, direct 2017-02-01
BISHOP, SCOTT, Richard MANAGING MEMBER, MANAGING PARTNER 02/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SIGNATURE WEALTH MANAGEMENT GROUP LLC MANAGING MEMBER, MANAGING PARTNER direct 2017-02-01

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