TITAN RETIREMENT ADVISORS LLC
Firm details
- Headquarters
- FULSHEAR, Texas
- CRD number
- 166359
- Registered since
- May 15, 2020
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans35.78%
- Individuals28.25%
- HNWI20.72%
- Corporations / Businesses7.53%
- Charitable Organizations4.71%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Titan Retirement Advisors LLC is a fee-based registered investment adviser that focuses on serving both individual and institutional clients with retirement- and wealth-management oriented services. The firm operates as a limited liability company and has been SEC-registered since 2020. Its advisory scope includes portfolio management for individuals, small businesses and institutions, pension consulting, and investor education via publications and seminars. Titan uses a mix of fee structures—percentage of AUM, hourly charges and fixed fees—to accommodate plan sponsors and high-net-worth clients. Investment activity is centered on liquid equity exposures and separately managed accounts, with a notable allocation to exchange-traded equities as a core building block. The firm supplements traditional equity and mutual fund holdings with allocations to alternative strategies—sourced through third-party managers—to add diversification, income and downside protection. Titan is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities35%
- Public Funds/Mutual Funds30%
- Investment Grade Corp Bonds15%
- Non-Investment Grade Corp Bonds10%
- US Government Bonds5%
Owners & executives
1 of 1JOSHUA COUGHRAN
CEOCRD 3241232
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FULSHEAR, TX
FORT BEND
Location
FULSHEAR, TX
Headquartered in FULSHEAR, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- FORT BEND
- Address
- 5757 Flewellen Oaks Ln
- Time zone
- CT (UTC-6)
- Office locations
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