Titleist Capital, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
—
Advisory reps
38
Avg account
$0

Firm details

Headquarters
San Antonio, Texas
CRD number
126136
Registered since
August 26, 2003

Firm profile

FINTRX

Overview

Titleist Capital, LLC is a privately held limited liability company that has been SEC-registered since 2003. The firm is owned by an individual and is classified in the snapshot data as unclassified; it is not listed as a capital allocator and is not flagged as an active ESG investor. The firm received a placement on FA Magazine’s Top RIA Firms list in 2020. The publicly reported profile leaves several client- and fee-related fields blank, but its filings and holdings indicate an advisor that blends liquid public-market exposure with allocations to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Contacts

3 of 37
  • Christian Amsberry

    Christian Amsberry

    Financial Planner, FounderCRD 5350623

  • Marc Marquez

    Marc Marquez

    Associate AdvisorCRD 4292304

  • Marc York

    Marc York

    Investment AdvisorCRD 4375793

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 90

Active vs passive

$230M in ETFs

Passive

82%

$187M

Active

17%

$42.5M

ETFProviderStyleCategoryValueShares% of portfolio
TRUESHARES LOW VOLATILITY EQUITY INCOME ETF (DIVZ)ActiveLarge Value$32M1,105,40313.94%

Location

Primary office

San Antonio, TX

Bexar

Location

San Antonio, TX

Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
Bexar
Address
777 E Sonterra Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth