Titan Investment Management LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 291148
- Registered since
- April 2, 2026
- Website
- titaninvestmentmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.09%
- Individuals27.16%
- Other3.76%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Titan Investment Management LLC is an independent, individual-owned registered investment adviser that began its SEC registration in 2026. The firm serves individual and family clients on a percentage-of-AUM fee basis and positions itself around discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting services. Titan is not structured as a capital allocator; instead it combines managed equities exposure with access to external alternative managers and insurance products to serve client objectives.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds21%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$26.1M in ETFs
100%
$26.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $7.1M | 77,074 | 27.03% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8606 Allisonville Rd
- Time zone
- ET (UTC-5)
- Office locations
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