TITAN FINANCIAL SERVICES, LLC

Overview

Titan Financial Services, LLC operates as a hybrid wealth management and brokerage practice that serves both individual/family and institutional clients. The firm combines advisory services—financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting—with broker-dealer and insurance distribution capabilities. That mix is reflected in its fee schedule, which includes percentage-of-AUM fees, hourly and fixed fees, and commissions. Investment activity tilts toward public equities as the primary allocation, with third-party managers used to access alternative strategies in real estate, commodities and oil & gas. The firm is not positioned as an ESG investor and does not report multi-state adviser registration. Its structure and business activities point to a client-facing model that blends discretionary advice with a significant number of non‑discretionary or transaction-driven relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices