Titan Investment Management LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 291148
- Registered since
- April 2, 2026
- Website
- titaninvestmentmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.09%
- Individuals27.16%
- Other3.76%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Titan Investment Management LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2026. The firm focuses on serving individual and family clients and charges fees as a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. Titan does not identify as an ESG-focused investor and is not positioned as a multi-state adviser or a capital allocator that runs third‑party allocation programs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds21%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Kenneth Blickenstaff
CCOCRD 5348300
Ashton Beaver
Financial AdvisorCRD 8212876
Daniel Hinze
Financial AdvisorCRD 7797484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$26.5M in ETFs
100%
$26.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $8.2M | 89,122 | 30.86% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8606 Allisonville Rd
- Time zone
- ET (UTC-5)
- Office locations
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