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Signature Investments, Inc. (Dayton)


Signature Investments, Inc. is a large advisory firm based in Dayton. It manages $107.73 million of regulatory assets for 493 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Florida, and 11 other states.

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Signature Investments provides portfolio management for individuals and small businesses, selection of other advisers, educational seminars and workshops, and coaching. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Signature Investments: assets under management

The assets under management (AUM) of Signature Investments, Inc. is $107.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30680% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $107.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.52 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Signature Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
S & P Business Trust Shareholder 1 Feb 2000 50% - 75% 31-6621534
Sara Ann Merrick Shareholder 1 Feb 2000 75% - 100% 2672417
Gregory Merrick Asset Management Co Shareholder 1 Feb 2000 25% - 50% 31-1539631
Gregory Lunar Merrick Shareholder 1 Feb 2000 25% - 50% 2933448
S & P Business Tr. Shareholder 1 Feb 2000 50% - 75% 31-6621534

Based in Dayton

The principal office where Signature Investments, Inc. performs its advisory services is located at 6500 Poe Avenue, Dayton, OH 45414 2556, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 937-890-3101 or by fax 800-341-2482. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at signatureinvest.com.


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