Titleist Asset Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$2.7B

Discretionary

$2.6B

99% of AUM

Avg account

$465K

Accounts

5,715

Employees

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 323567
Registered since: November 25, 2022
Website: www.tamgmt.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.74%
Individuals42.34%
Corporations / Businesses5.92%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Titleist Asset Management, LLC is an independent, SEC-registered RIA that began registration in 2022 and operates as a limited liability company owned by an individual. The firm describes itself as a capital allocator and serves both individual/family and institutional clients. Compensation methods include percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Its business activities extend beyond pure advisory work: the firm is a registered representative of a broker-dealer and also operates as an insurance broker. Advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of sub-advisers. Industry affiliations indicate relationships with a broker-dealer, other investment advisers, an insurance company and roles as sponsor/GP/managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.