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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SIGNAL TREE FINANCIAL PARTNERS LLC

CRD 311871

COPLEY, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c9780a05-bb16-b256-8da8-860433d9af14

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Dec 3, 2020 to Feb 18, 2026
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $213MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $213M
Private client RAUM: $213MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $53.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 397
Individual clients: 55
High net worth clients: 68
Custody, client assets: $94.1M
SEC number: 801-131429
CRD: 311871
Filings on the tape: 8
First filed: Dec 3, 2020
Latest filed: Feb 18, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFF EDWARD ROVNAK	Certified Financial Planner	COPLEY, OH	5	27	4	no
DAVID JOHN MASSARE	Certified Financial Planner	COPLEY, OH	3	23	2	no
ELIZABETH PIERCE SCHEIDERER	Certified Financial Planner	COPLEY, OH	2	19	2	no
James Grable	n/a	COPLEY, OH	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROVNAK, JEFF, EDWARD	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	yes	12/2020	Dec 3, 2020	Oct 7, 2024
RUMSEY, THOMAS, C	Owner	B	no	09/2023	Oct 7, 2024	Oct 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$213M	$213M	7	5	2	n/a	n/a
2024	Mar 19, 2025	$171M	$171M	7	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$213M	$171M	24.7%	n/a	n/a	7	7	2	0

Relationships

Registered with (6)

← James GrableAdvisorregistration: current employment
Jun 10, 2025 to presentfactForm ADV
← ELIZABETH PIERCE SCHEIDERERAdvisorregistration: current employment
Aug 30, 2024 to presentfactForm ADV
← DAVID JOHN MASSAREAdvisorregistration: current employment
Jun 22, 2023 to presentfactForm ADV
← JEFF EDWARD ROVNAKAdvisorregistration: current employment
Jan 11, 2021 to presentfactForm ADV
← Benjamin Roland RekerAdvisorregistration: previous registration
Oct 18, 2022 to Jun 7, 2024factForm ADV
← AMY LYNNE WHITEAdvisorregistration: previous registration
Jan 3, 2022 to Mar 9, 2022factForm ADV

Controls (1)

← ROVNAK, JEFF, EDWARDOwnerCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 3, 2020 to Oct 7, 2024factForm ADV

Owns (1)

← RUMSEY, THOMAS, COwnerOWNER, ownership code B, individual
Oct 7, 2024 to Oct 7, 2024factForm ADV

Dated events

Occurred
Jun 7, 2024
Advisor changed firm
Benjamin Roland Reker left Signal Tree Financial Partners Llc for Mariner (registered 2025-09-25)
Form ADVobserved 6 days ago
Occurred
Mar 9, 2022
Advisor changed firm
Amy Lynne White left Signal Tree Financial Partners Llc for Journey Wealth Management (registered 2022-03-17)
Form ADVobserved 6 days ago
Occurred
Dec 3, 2020
First Form ADV filing
Signal Tree Financial Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9780a05-bb16-b256-8da8-860433d9af14
First observed: Dec 3, 2020
Last observed: Feb 18, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIGNAL TREE FINANCIAL PARTNERS LLC

CRD 311871

COPLEY, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c9780a05-bb16-b256-8da8-860433d9af14

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFF EDWARD ROVNAK

Certified Financial Planner

COPLEY, OH

DAVID JOHN MASSARE

Certified Financial Planner

COPLEY, OH

ELIZABETH PIERCE SCHEIDERER

Certified Financial Planner

COPLEY, OH

James Grable

n/a

COPLEY, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROVNAK, JEFF, EDWARD

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

12/2020

Dec 3, 2020

Oct 7, 2024

RUMSEY, THOMAS, C

Owner

09/2023

Oct 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$213M

n/a

2024

Mar 19, 2025

$171M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$213M

$171M

24.7%

n/a