Signature Equity Partners, Llc
- Regulatory AUM
- $331M
- Discretionary
- $329M
- Clients
- 1,056
- Avg AUM / client
- $313K
- Accounts
- 1,714
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,019 | $256M | 77.4% |
| High net worth individuals | 37 | $74.7M | 22.6% |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas J Goodson | Owner | Chartered Financial Consultant | Jun 2019 (7y) | ≈ 2.5% – 7.5% via The Ameriflex Group |
| Scott Ward Armstrong | Principal | Jun 2023 (3y) | 75% or more | |
| Benjamin K Person | Chief Compliance Officer | CFP | Aug 2023 (3y) | Less than 5% |
| Kyle Alexander Sanders | Registered representative | Aug 2023 (3y) | ||
| Anthony Richard Shockley | Registered representative | Aug 2023 (3y) | ||
| Gary Curtis Yontz | Registered representative | Aug 2023 (3y) | ||
| Sean Frederick Milner | Registered representative | Aug 2023 (3y) | ||
| Tyler Aaron Cammalleri | Registered representative | Aug 2023 (3y) | ||
| Jason Douglas Myers | Registered representative | Aug 2023 (3y) | ||
| Mark S Weaver | Registered representative | Aug 2023 (3y) | ||
| Markus Everett Weaver | Registered representative | Aug 2023 (3y) | ||
| Rodney Alan Stastny | Registered representative | Aug 2023 (3y) | ||
| Eric Thomas Glod | Registered representative | Sep 2023 (3y) | ||
| Manuel Cortez Gonzalez | Registered representative | Sep 2023 (3y) | ||
| Craig Allen Leppien | Registered representative | Sep 2023 (3y) | ||
| Joshua Jon Beitel | Registered representative | Sep 2023 (3y) | ||
| Jon D Stacy | Registered representative | Sep 2023 (3y) | ||
| Charles A Powell | Registered representative | Oct 2023 (3y) | ||
| Joshua C Strouse | Registered representative | Oct 2023 (3y) | ||
| James Michael Tschantz | Registered representative | CFP | Oct 2023 (3y) | |
| Nickolas Magora | Registered representative | Nov 2023 (3y) | ||
| Brian Thomas Maher | Registered representative | Apr 2024 (2y) | ||
| Matthew David Calhoun | Registered representative | CFP | Oct 2024 (2y) | |
| Bart Allen Butler | Registered representative | CFP | Aug 2025 (1y) | |
| Mitchell Ryan Bland | Registered representative | Sep 2025 (1y) | ||
| Scott Gregory Anselmo | Registered representative | Sep 2025 (1y) | ||
| Clayton Drew Irwin | Registered representative | Chartered Financial Consultant | Feb 2026 (0y) | |
| Isabel Daisy Jacobs | Registered representative | Feb 2026 (0y) | ||
| Ryan Van Buren | Registered representative | Feb 2026 (0y) | ||
| Eric Bernard Holmes | Registered representative | Feb 2026 (0y) | ||
| Joshua Doze Canevari | Registered representative | Feb 2026 (0y) | ||
| John Ross Crooks | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Ameriflex Group | Owner | Jan 2024 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Thomas J Goodson: 50% – 75% of The Ameriflex Group × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
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) | 03/12/2026 | 1.22 MB | 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
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $283M (86% of AUM) Mar 2026
- Charles Schwab & Co. $46.0M (14% of AUM) Mar 2026
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 12, 2026.
View current Form ADV (SEC/IAPD) ↗