TITANREX

Overview

Titanrex is a small, independent registered investment adviser structured as a limited liability company that focuses on serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its business model combines AUM-based fees with hourly and fixed-fee engagements, allowing flexibility across planning projects and managed portfolios. Investment activity is concentrated and conservative by scale: the adviser favors public mutual funds as the primary vehicle for client exposure, while also allocating to third-party alternative managers for hedge fund, commodity and oil & gas exposure. Titanrex does not position itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices