Signet Financial Management, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 707
- Avg AUM / client
- $1.7M
- Accounts
- 1,932
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 299 positions, $891,965,814)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $32,262,637 | 329,513 | 3.62% | 2.74% |
| 2 | Apple Inc | COM | $29,586,724 | 116,580 | 3.32% | 2.52% |
| 3 | Spdr Series Trust | STATE STREET SPD | $28,759,960 | 508,306 | 3.22% | 2.45% |
| 4 | Alphabet Inc | CAP STK CL C | $18,290,438 | 63,761 | 2.05% | 1.56% |
| 5 | Vanguard Index Fds | GROWTH ETF | $17,930,128 | 41,050 | 2.01% | 1.52% |
| 6 | Blackrock Etf Trust Ii | ISHARES FLEXIBLE | $16,532,983 | 318,371 | 1.85% | 1.41% |
| 7 | Spdr Series Trust | STATE STREET SPD | $15,101,534 | 674,477 | 1.69% | 1.28% |
| 8 | Broadcom Inc | COM | $13,679,604 | 44,198 | 1.53% | 1.16% |
| 9 | Spdr Series Trust | STATE STREET SPD | $13,546,776 | 464,249 | 1.52% | 1.15% |
| 10 | J P Morgan Exchange Traded F | SHORT DURA CORE | $13,148,536 | 277,982 | 1.47% | 1.12% |
| 11 | Applied Matls Inc | COM | $11,488,387 | 33,612 | 1.29% | 0.98% |
| 12 | Vanguard Malvern Fds | STRM INFPROIDX | $11,282,674 | 225,879 | 1.26% | 0.96% |
| 13 | Spdr Index Shs Fds | STATE STREET SPD | $11,186,784 | 245,056 | 1.25% | 0.95% |
| 14 | Spdr Series Trust | STATE STREET SPD | $11,017,303 | 129,387 | 1.24% | 0.94% |
| 15 | Spdr Series Trust | STATE STREET SPD | $10,992,429 | 114,552 | 1.23% | 0.93% |
| 16 | Ishares Tr | CORE S&P500 ETF | $10,630,927 | 16,275 | 1.19% | 0.9% |
| 17 | Caterpillar Inc | COM | $10,403,555 | 14,685 | 1.17% | 0.88% |
| 18 | Microsoft Corp | COM | $10,196,843 | 27,546 | 1.14% | 0.87% |
| 19 | American Centy Etf Tr | AVANTIS EMGMKT | $10,094,779 | 125,276 | 1.13% | 0.86% |
| 20 | Meta Platforms Inc | CL A | $9,938,458 | 17,371 | 1.11% | 0.85% |
| 21 | Blackrock Etf Trust | ISHARES US EQUIT | $9,603,845 | 165,071 | 1.08% | 0.82% |
| 22 | Eli Lilly & Co | COM | $9,427,025 | 10,249 | 1.06% | 0.8% |
| 23 | United Rentals Inc | COM | $9,193,565 | 12,619 | 1.03% | 0.78% |
| 24 | Arista Networks Inc | COM SHS | $8,990,197 | 73,222 | 1.01% | 0.76% |
| 25 | Vanguard Specialized Funds | DIV APP ETF | $8,737,740 | 40,629 | 0.98% | 0.74% |
Top 25 of 299 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 369 | $190M | 16.2% |
| High net worth individuals | 320 | $917M | 77.9% |
| Pension and profit sharing plans | 9 | $23.2M | 1.98% |
| Charitable organizations | Fewer than 5 clients | $3.8M | 0.33% |
| Corporations and other businesses | 9 | $42.0M | 3.57% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Edwin Tuttle | Chief Investment Strategist, Chief Compliance Officer, And Partner | Apr 2004 (22y) | 10% – 25% | |
| Shawn Kyle Hirsch | Partner, Wealth Management | CFP | Oct 2013 (13y) | 5% – 10% |
| Evgeniy Yurievich Yashin | Chief Executive Officer, Chief Investment Officer, And Partner | CFA | Feb 2014 (12y) | 25% – 50% |
| Etter, Kenneth, Matthew | Partner And President | Jan 2015 (12y) | 25% – 50% | |
| Squier, Laura, Ann | Chief Financial Officer | Sep 2015 (11y) | Less than 5% | |
| Rodriguez, Jose, Benito | Chief Operating Officer | Jun 2022 (4y) | Less than 5% | |
| Volodymyr Nmn Stasenko | Registered representative | CFP | Jun 2008 (18y) | |
| Stephen Andrew Casey | Registered representative | Oct 2012 (14y) | ||
| Daniel Dominick Divizio | Registered representative | CFP | Sep 2015 (11y) | |
| Andrew Yashin | Registered representative | CFA | Dec 2015 (11y) | |
| Christopher S Berte | Registered representative | May 2018 (8y) | ||
| Jason Steven Kohut | Registered representative | May 2018 (8y) | ||
| George Christopher Don | Registered representative | CFP | Mar 2022 (4y) | |
| Robert Adly Barron | Registered representative | CFA | Apr 2022 (4y) | |
| Ryan Tuttle | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (87% of AUM) Mar 2026
- Scottrade, Inc. $215M (26% of AUM) Nov 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗