TITAN RETIREMENT ADVISORS LLC

RIASEC RegisteredEst. 2020
Total AUM
$531M
Discretionary
$531M
100% of AUM
Avg account
$1.2M
Accounts
425
Employees
2
Advisory reps
1

Firm details

Headquarters
FULSHEAR, Texas
CRD number
166359
Registered since
May 15, 2020
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans35.78%
  • Individuals28.25%
  • HNWI20.72%
  • Corporations / Businesses7.53%
  • Charitable Organizations4.71%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Titan Retirement Advisors LLC is a fee-based registered investment adviser that focuses on serving both individual and institutional clients with retirement- and wealth-management oriented services. The firm operates as a limited liability company and has been SEC-registered since 2020. Its advisory scope includes portfolio management for individuals, small businesses and institutions, pension consulting, and investor education via publications and seminars. Titan uses a mix of fee structures—percentage of AUM, hourly charges and fixed fees—to accommodate plan sponsors and high-net-worth clients. Investment activity is centered on liquid equity exposures and separately managed accounts, with a notable allocation to exchange-traded equities as a core building block. The firm supplements traditional equity and mutual fund holdings with allocations to alternative strategies—sourced through third-party managers—to add diversification, income and downside protection. Titan is not an active ESG investor and does not operate as a multi-state adviser.

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 35%, Public Funds/Mutual Funds 30%, Investment Grade Corp Bonds 15%, Non-Investment Grade Corp Bonds 10%, US Government Bonds 5%, Cash & Cash Equivalents 5%, Derivatives 2%35%
  • Exchange Traded Equities35%
  • Public Funds/Mutual Funds30%
  • Investment Grade Corp Bonds15%
  • Non-Investment Grade Corp Bonds10%
  • US Government Bonds5%

Owners & executives

1 of 1
  • JOSHUA COUGHRAN

    CEOCRD 3241232

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FULSHEAR, TX

FORT BEND

Location

FULSHEAR, TX

Headquartered in FULSHEAR, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
FORT BEND
Address
5757 Flewellen Oaks Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth