Titanrex

RIAState Registered
Total AUM
$607K
Discretionary
$607K
100% of AUM
Avg account
$101K
Accounts
6
Employees
1
Advisory reps
1

Firm details

Headquarters
Arlington, Virginia
CRD number
324598
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Titanrex is a small independent investment adviser organized as an LLC and registered at the state level in Virginia. The firm focuses on individuals and families, and it also provides portfolio management for small businesses. Advisory services emphasize financial planning alongside investment management. Compensation is flexible: percentage-of-AUM fees are used alongside hourly charges and fixed-fee arrangements. Titanrex indicates it does not pursue ESG mandates, does not operate as a capital allocator, and is structured under individual ownership.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 5%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
1205 N Garfield St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth