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 a privately owned limited liability company that provides fee-based wealth management primarily to individuals and families. The firm is registered with the SEC (registered in 2026) and charges clients a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. Titan does not position itself as an ESG investor and is not identified as a multi-state adviser or a capital allocator; it appears to deploy client capital through external managers and pooled structures rather than operating as an in-house allocator.
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%
Contacts
3 of 4KENNETH BLICKENSTAFF
Investment Advisor RepresentativeCRD 5348300
Ashton Beaver
Financial AdvisorCRD 8212876
Daniel Hinze
Financial AdvisorCRD 7797484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$23.7M in ETFs
100%
$23.7M
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 | 77,390 | 29.87% |
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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