Brian D. Holmes MS, CFP®, AIF®, CMFC®, President and CEO Signature Estate & Investment Advisors, LLC

Brian D. Holmes, MS, CFP®, CMFC, AIF® is the President and CEO of SEIA. He is one of SEIA’s four founding partners, who have shared over two decades of teamwork together, and is currently the Managing Partner and Principal of Signator Investors, Inc.’s Century City, Newport Beach, South Bay, Pasadena and Tyson’s Corner branches. His specialties include estate planning, corporate benefits and retirement planning. Brian has been in the investment management and insurance business for over 30 years, maintaining a successful independent private practice for over 300 clients.  Brian is not only the sole advisor from Los Angeles and Orange Counties to make the elite Barron’s list all eleven years of its existence, but also one of only two advisors from Southern California to make the list all 11 years.


At a Glance

  • 2121 Avenue of the Stars, Suite 1600
    Los Angeles, CA 90067

  • Minimum Net Worth Requirement

    $1 million investment services); $5 million (Private Client Group)

  • Financial Services Experience

    34 years

  • Compensation Method

    Asset-based and fixed fees

  • Primary Custodian for Investor Assets

    Charles Schwab and Fidelity Investments

  • Association Member Investment Advisor Association, Financial Planning Association, UCLA Department of Economics Board of Visitors, Financial Services Institute, National Association of Insurance and Financial Advisors
  • Assets Under Management $6.3 billion (firm, as of 3/31/17)
  • Minimum Fee for Service None
  • Professional Services Provided
    • Investment advisory and money management services
    • estate, retirement, corporate benefits, income tax and insurance planning
  • Education

    UCLA, Bachelors of Science & Business Administration, College of Financial Planning, Master of Science Degree in Financial Services (MS), Certified Financial Planner (CFP®) Accredited Investment Fiduciary (AIF®)

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