Titleist Asset Management, LLC

RIASEC Registered

Total AUM

$2.8B

Discretionary

$2.8B

99% of AUM

Avg account

$471K

Accounts

5,926

Employees

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 323567
Registered since: November 25, 2022
Website: www.tamgmt.com
Custodians: CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.74%
Individuals42.34%
Corporations / Businesses5.92%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Titleist Asset Management, LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2022. The firm functions as a capital allocator for both high-net-worth individuals and families as well as institutional clients, combining advisory work with brokerage and insurance activities (it is also a registered representative of a broker-dealer and an insurance broker). Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Advisory capabilities span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of third‑party managers. Titleist also lists industry affiliations that include broker‑dealer relationships, accounting and insurance partners, and roles as sponsor, GP or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.