Signature Resources Capital Management, LLC

Signature Resources Capital Management, LLC (CRD# 144069) is a financial advisory firm headquartered in Irvine, CA. They manage $251,885,198 in 1,263 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    252
    MILLION
  • Total Number of Accounts
    1,263
    ACCOUNTS
  • Average Account Value
    $199,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NM, TX

Financial Advisors at Signature Resources Capital Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Morgan R. Christen
CRD#: 2395180
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
96
Wealthminder
score

Morgan Christen (CRD# 2395180) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 24 years of experience in the finance industry. Morgan Christen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen S. Caldwell
CRD#: 5755401
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Stephen Caldwell (CRD# 5755401) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 7 years of experience in the finance industry.

3
Gary L. Kaltenbach
CRD#: 263514
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Gary Kaltenbach (CRD# 263514) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 20 years of experience in the finance industry.

4
Brett M. Laddusaw
CRD#: 5635769
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Brett Laddusaw (CRD# 5635769) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 8 years of experience in the finance industry.

5
Kevin A. Messenger
CRD#: 5235076
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Kevin Messenger (CRD# 5235076) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 7 years of experience in the finance industry.

6
Ward M. O'doherty
CRD#: 4522430
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Ward O'doherty (CRD# 4522430) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 14 years of experience in the finance industry.

7
Joseph D. Silla
CRD#: 5840635
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Joseph Silla (CRD# 5840635) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 7 years of experience in the finance industry.

8
Joseph M. Stapleton
CRD#: 5617995
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Joseph Stapleton (CRD# 5617995) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 8 years of experience in the finance industry.

9
Christopher M. Whalen
CRD#: 3212712
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
93
Wealthminder
score

Christopher Whalen (CRD# 3212712) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 17 years of experience in the finance industry.

10
Garrett B. Powell
CRD#: 1768299
19900 Macarthur Blvd, Suite 920, Irvine, CA 92612
90
Wealthminder
score

Garrett Powell (CRD# 1768299) is an Investment Advisor Representative working at Signature Resources Capital Management, LLC in Irvine, CA and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.