TITANIUM ADVISORS, LLC

Overview

Titanium Advisors, LLC is an independent registered investment adviser structured as a limited liability company that targets individual and family clients. The firm provides financial planning and portfolio management services for individuals, small businesses and institutional/business clients, and charges a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Titanium operates with a discretionary mandate across its client base, and its advisor model relies heavily on public funds and mutual fund vehicles as the primary building blocks for client portfolios. The firm is not positioned as a capital allocator; instead it sources exposure to private markets and other alternatives through third‑party managers. Titanium is not an active ESG investor and is not registered as a multi–state adviser. Its regulatory registration date is 2022, and ownership is held at the individual level. Given the client profile and fee structure, the firm appears focused on bespoke wealth management for high-net-worth households and business owners who prefer outsourced investment management paired with planning services.

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