TITAN CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2022
Total AUM
$84.2M
Discretionary
$84.2M
100% of AUM
Avg account
$455K
Accounts
185
Employees
3
Advisory reps
3

Firm details

Headquarters
Scottsdale, Arizona
CRD number
319447
Registered since
April 8, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Individuals49.5%
  • HNWI46.53%
  • Other Investment Advisers3.97%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Titan Capital Management is an independent, individual-owned RIA that provides financial planning and portfolio management primarily for individual and family clients, and small-business owners. The firm is SEC-registered (since 2022) and operates a blended fee model that includes percentage-of-AUM fees, fixed fees and performance-based arrangements. Its advisory scope is focused on discretionary portfolio management and planning rather than institutional or pension consulting. Titan does not identify as an active ESG investor. Investment activity shows a conservative, public-markets bias: the firm’s allocations are concentrated in liquid public funds and ETFs, with a meaningful positioning in short-duration, cash-equivalent ETFs. That positioning suggests an emphasis on liquidity, capital preservation and tactical cash management within client portfolios rather than concentrated single-stock risk or large private-market commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Exchange Traded Equities 2%, US Government Bonds 1%97%
  • Public Funds/Mutual Funds97%
  • Exchange Traded Equities2%
  • US Government Bonds1%

Owners & executives

1 of 1
  • ABE ASKIL

    CEO & Chief Investment OfficerCRD 2244499

Contacts

2 of 2
  • ARTHUR ASKIL

    Director of Wealth ManagementCRD 4173032

  • SHERLI BABAKHANI

    Director of MarketingCRD 4982483

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$77M in ETFs

Passive

100%

$77M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$13.4M145,41417.35%

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
20715 N Pima Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth