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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SIGNATURE EQUITY PARTNERS, LLC

CRD 327455

COLUMBUS, 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:d9a3b626-4e2a-b48b-bb2f-731a2a9d5e3f

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 11
On other graphs: 0
Observed: Jun 28, 2023 to Mar 12, 2026
18 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=25.0
Regulatory AUM: $331MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $329M
Private client RAUM: $331MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 34
RAUM per advisor: $9.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 38
Advisory employees: 25
Offices: 14Schedule D 1.F, beyond the principal office
Accounts: 1,714
Individual clients: 1,019
High net worth clients: 37
Custody, client assets: $10.9M
SEC number: 801-128432
CRD: 327455
Filings on the tape: 18
First filed: Jun 28, 2023
Latest filed: Mar 12, 2026
Organised: Limited Liability Company, NV
Website: midwestretirementconsultants.net

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
CRAIG ALLEN LEPPIEN	n/a	Traverse City, MI	3	19	6	yes
JOSHUA JON BEITEL	n/a	Traverse City, MI	3	12	4	yes
JON D STACY	n/a	Sylvania, OH	3	15	4	yes
JOSHUA C STROUSE	n/a	Mount Vernon, OH	2	20	4	yes
Charles A Powell	n/a	Mount Vernon, OH	2	21	1	yes
JAMES MICHAEL TSCHANTZ	Certified Financial Planner	Massillon, OH	2	36	3	yes
NICKOLAS MAGORA	n/a	Westerville, OH	2	18	6	yes
BRIAN THOMAS MAHER	n/a	Westerville, OH	2	28	8	yes
MATTHEW DAVID CALHOUN	Certified Financial Planner	Columbus, OH	1	22	5	yes
BART ALLEN BUTLER	Certified Financial Planner	Columbus, OH	1	25	1	yes
SCOTT GREGORY ANSELMO	n/a	Fort Lauderdale, FL	0	21	2	yes
Clayton Drew Irwin	Chartered Financial Consultant	COLUMBUS, OH	0	12	4	yes
ISABEL DAISY JACOBS	n/a	Sebastian, FL \| Armuchee, GA	0	14	1	yes
ERIC BERNARD HOLMES	n/a	Vero Beach, FL \| Pikesville, MD	0	43	1	yes
ROBERT LEE THOMPSON	n/a	Toledo, OH	0	36	5	yes
David Howard Knight	Certified Financial Planner	Traverse City, MI	0	12	5	no
JOHN TIMOTHY ROSS	Certified Financial Planner	Toledo, OH	0	41	5	yes

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
ARMSTRONG, SCOTT, WARD	Principal	E	yes	06/2023	Jun 28, 2023	Nov 7, 2024
GOODSON, THOMAS, J	Owner	D	yes	06/2019	Aug 15, 2024	Nov 7, 2024
PERSON, BENJAMIN, K	CHIEF COMPLIANCE OFFICER	Na	yes	07/2024	Aug 15, 2024	Nov 7, 2024
THE AMERIFLEX GROUP	Owner	A	no	01/2024	Aug 15, 2024	Nov 7, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SIGNATURE FINANCIAL GROUP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
TRAVERSE CITY	Mi	United States	2	yes
BROADVIEW HEIGHTS	Oh	United States	2	yes
MOUNT VERNON	Oh	United States	2	yes
Sandusky	Oh	United States	2	yes
Westerville	Oh	United States	2	yes
Indianapolis	In	United States	1	yes
Sylvania	Oh	United States	1	yes
n/a	n/a	n/a	1	yes

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; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$331M	$329M	38	25	14	n/a	n/a
2024	Aug 15, 2024	$251M	$236M	32	21	8	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
7	0	7	0.0%	3	0	0	14	0

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	$331M	$251M	31.8%	n/a	n/a	38	32	14	8

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CONCORDE ASSET MANAGEMENT, LLC	2	Aug 31, 2026	Sep 2, 2026	ANN ARBOR, MI	Team lift out	Ibd to RIA	2.5%
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Oct 24, 2023	Oct 16, 2023	MOUNT VERNON, OH	Team lift out	Ibd to new firm	0.1%
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Sep 13, 2023	Sep 6, 2023	TRAVERSE CITY, MI	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (34)

← JOHN TIMOTHY ROSSAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← ROBERT LEE THOMPSONAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← David Howard KnightAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← JOHN ROSS CROOKSAdvisorregistration: current employment
Feb 20, 2026 to presentfactForm ADV
← JOSHUA DOZE CANEVARIAdvisorregistration: current employment
Feb 18, 2026 to presentfactForm ADV
← ERIC BERNARD HOLMESAdvisorregistration: current employment
Feb 13, 2026 to presentfactForm ADV
← Ryan Van BurenAdvisorregistration: current employment
Feb 11, 2026 to presentfactForm ADV
← Clayton Drew IrwinAdvisorregistration: current employment
Feb 11, 2026 to presentfactForm ADV
← ISABEL DAISY JACOBSAdvisorregistration: current employment
Feb 11, 2026 to presentfactForm ADV
← SCOTT GREGORY ANSELMOAdvisorregistration: current employment
Sep 26, 2025 to presentfactForm ADV
← MITCHELL RYAN BLANDAdvisorregistration: current employment
Sep 21, 2025 to presentfactForm ADV
← BART ALLEN BUTLERAdvisorregistration: current employment
Aug 21, 2025 to presentfactForm ADV
← MATTHEW DAVID CALHOUNAdvisorregistration: current employment
Oct 9, 2024 to presentfactForm ADV
← BRIAN THOMAS MAHERAdvisorregistration: current employment
Apr 1, 2024 to presentfactForm ADV
← NICKOLAS MAGORAAdvisorregistration: current employment
Nov 15, 2023 to presentfactForm ADV
← JAMES MICHAEL TSCHANTZAdvisorregistration: current employment
Oct 31, 2023 to presentfactForm ADV
← JOSHUA C STROUSEAdvisorregistration: current employment
Oct 16, 2023 to presentfactForm ADV
← Charles A PowellAdvisorregistration: current employment
Oct 16, 2023 to presentfactForm ADV
← JON D STACYAdvisorregistration: current employment
Sep 8, 2023 to presentfactForm ADV
← CRAIG ALLEN LEPPIENAdvisorregistration: current employment
Sep 6, 2023 to presentfactForm ADV
← JOSHUA JON BEITELAdvisorregistration: current employment
Sep 6, 2023 to presentfactForm ADV
← ERIC THOMAS GLODAdvisorregistration: current employment
Sep 4, 2023 to presentfactForm ADV
← MANUEL CORTEZ GONZALEZAdvisorregistration: current employment
Sep 4, 2023 to presentfactForm ADV
← MARK S WEAVERAdvisorregistration: current employment
Aug 21, 2023 to presentfactForm ADV
← RODNEY ALAN STASTNYAdvisorregistration: current employment
Aug 21, 2023 to presentfactForm ADV
← JASON DOUGLAS MYERSAdvisorregistration: current employment
Aug 21, 2023 to presentfactForm ADV
← Markus Everett WeaverAdvisorregistration: current employment
Aug 21, 2023 to presentfactForm ADV
← ANTHONY RICHARD SHOCKLEYAdvisorregistration: current employment
Aug 20, 2023 to presentfactForm ADV
← SEAN FREDERICK MILNERAdvisorregistration: current employment
Aug 20, 2023 to presentfactForm ADV
← TYLER AARON CAMMALLERIAdvisorregistration: current employment
Aug 20, 2023 to presentfactForm ADV
and 4 more

Moved with (2)

← CONCORDE ASSET MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Aug 31, 2026 to Sep 2, 2026factForm ADV
← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Oct 24, 2023 to Oct 16, 2023factForm ADV

Controls (3)

← GOODSON, THOMAS, JOwnerOWNER, ownership code D, individual
Aug 15, 2024 to Nov 7, 2024factForm ADV
← ARMSTRONG, SCOTT, WARDOwnerPRINCIPAL, ownership code E, individual
Jun 28, 2023 to Nov 7, 2024factForm ADV
← PERSON, BENJAMIN, KOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 15, 2024 to Nov 7, 2024factForm ADV

Owns (1)

← THE AMERIFLEX GROUPOwnerOWNER, ownership code A, domestic entity
Aug 15, 2024 to Nov 7, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 31, 2026
Team lift-out
2 advisors left Concorde Asset Management, LLC (Ann Arbor, MI) for Signature Equity Partners, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Aug 15, 2024
Regulatory AUM changed
Signature Equity Partners, Llc reported RAUM $250.9M, up 151% from $100.0M (2023-11-20 to 2024-08-15)
Form ADVobserved 4 days ago
$151M
Occurred
Aug 15, 2024
Control person left
Dee Yolande Circosta (Chief Compliance Officer) no longer on Schedule A of Signature Equity Partners, Llc (listed 2023-11-20, absent 2024-08-15)
Form ADVobserved 4 days ago
Occurred
Aug 15, 2024
Control person joined
K Benjamin Person (Chief Compliance Officer) appeared on Schedule A of Signature Equity Partners, Llc
Form ADVobserved 4 days ago
Occurred
Aug 15, 2024
Control person joined
J Thomas Goodson (Owner) appeared on Schedule A of Signature Equity Partners, Llc
Form ADVobserved 4 days ago
Occurred
Oct 24, 2023
Team lift-out
2 advisors left Cambridge Investment Research Advisors, Inc. (Mount Vernon, OH) for Signature Equity Partners, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Sep 13, 2023
Team lift-out
2 advisors left Cambridge Investment Research Advisors, Inc. (Traverse City, MI) for Signature Equity Partners, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jul 14, 2023
Control person joined
Dee Yolande Circosta (Chief Compliance Officer) appeared on Schedule A of Signature Equity Partners, Llc
Form ADVobserved 4 days ago
Occurred
Jun 28, 2023
First Form ADV filing
Signature Equity Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 2 bookkeeping events

Occurred
Oct 12, 2023
Signature Equity Partners, Llc reported 16 state-registered advisory representatives, up from 1 (2023-09-03 to 2023-10-12)
Occurred
Oct 12, 2023
Signature Equity Partners, Llc reported 5 offices beyond its principal office, up from 0 (2023-09-03 to 2023-10-12)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9a3b626-4e2a-b48b-bb2f-731a2a9d5e3f
First observed: Jun 28, 2023
Last observed: Mar 12, 2026 6 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.

SIGNATURE EQUITY PARTNERS, LLC

CRD 327455

COLUMBUS, 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:d9a3b626-4e2a-b48b-bb2f-731a2a9d5e3f

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:01 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CRAIG ALLEN LEPPIEN

n/a

Traverse City, MI

yes

JOSHUA JON BEITEL

n/a

Traverse City, MI

yes

JON D STACY

n/a

Sylvania, OH

yes

JOSHUA C STROUSE

n/a

Mount Vernon, OH

yes

Charles A Powell

n/a

Mount Vernon, OH

yes

JAMES MICHAEL TSCHANTZ

Certified Financial Planner

Massillon, OH

yes

NICKOLAS MAGORA

n/a

Westerville, OH

yes

BRIAN THOMAS MAHER

n/a

Westerville, OH

yes

MATTHEW DAVID CALHOUN

Certified Financial Planner

Columbus, OH

yes

BART ALLEN BUTLER

Certified Financial Planner

Columbus, OH

yes

SCOTT GREGORY ANSELMO

n/a

Fort Lauderdale, FL

yes

Clayton Drew Irwin

Chartered Financial Consultant

COLUMBUS, OH

yes

ISABEL DAISY JACOBS

n/a

Sebastian, FL | Armuchee, GA

yes

ERIC BERNARD HOLMES

n/a

Vero Beach, FL | Pikesville, MD

yes

ROBERT LEE THOMPSON

n/a

Toledo, OH

yes

David Howard Knight

Certified Financial Planner

Traverse City, MI

JOHN TIMOTHY ROSS

Certified Financial Planner

Toledo, OH

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARMSTRONG, SCOTT, WARD

Principal

yes

06/2023

Jun 28, 2023

Nov 7, 2024

GOODSON, THOMAS, J

Owner

yes

06/2019

Aug 15, 2024

Nov 7, 2024

PERSON, BENJAMIN, K

CHIEF COMPLIANCE OFFICER

yes

07/2024

Aug 15, 2024

Nov 7, 2024

THE AMERIFLEX GROUP

Owner

01/2024

Aug 15, 2024

Nov 7, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SIGNATURE FINANCIAL GROUP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

TRAVERSE CITY

United States

yes

BROADVIEW HEIGHTS

United States

yes

MOUNT VERNON

United States

yes

Sandusky

United States

yes

Westerville

United States

yes

Indianapolis

United States

yes

Sylvania

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$331M

$329M

n/a

2024

Aug 15, 2024

$251M

$236M

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

$331M

$251M

31.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CONCORDE ASSET MANAGEMENT, LLC

Aug 31, 2026

Sep 2, 2026

ANN ARBOR, MI

Team lift out

Ibd to RIA

2.5%

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 24, 2023

Oct 16, 2023

MOUNT VERNON, OH

Team lift out

Ibd to new firm

0.1%

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sep 13, 2023

Sep 6, 2023

TRAVERSE CITY, MI

Team lift out

Ibd to new firm

0.1%