Titleist Capital, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 126136
- Registered since
- August 26, 2003
- Website
- www.tamgmt.com
Firm profile
FINTRXOverview
Titleist Capital, LLC is an SEC-registered investment adviser formed in 2003 and organized as an LLC with individual ownership. The firm does not report itself as an ESG-focused manager and is not identified as a capital allocator; its public filings and snapshots show a mix of advisory activity concentrated on discretionary management. Titleist Capital received placement on FA Magazine’s "Top RIA Firms" list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 37
Christian Amsberry
Financial Planner, FounderCRD 5350623
Marc Marquez
Associate AdvisorCRD 4292304
Marc York
Investment AdvisorCRD 4375793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$230M in ETFs
82%
$187M
17%
$42.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TRUESHARES LOW VOLATILITY EQUITY INCOME ETF (DIVZ) | Active | Large Value | $32M | 1,105,403 | 13.94% |
Location
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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