Titleist Asset Management, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 323567
- Registered since
- November 25, 2022
- Website
- www.tamgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC.
- 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
FINTRXOverview
Titleist Asset Management, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2022. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its billing options include a percentage-of-AUM model along with hourly and fixed-fee arrangements. Business activities extend beyond advisory work to include registered representative activity with a broker-dealer and insurance brokerage. Advisory services list financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor.
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
Asset composition
- Public Funds/Mutual Funds78%
- US Government Bonds15%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 5
Lee Daniels
Team CFOCRD 4781678
Richard Judd
President, CEOCRD 3142098
Stephen Coulter
Chief Executive OfficerCRD 2907901
Contacts
3 of 39
William Alford
Investment AdvisorCRD 5116565
Christian Amsberry
Financial Planner, FounderCRD 5350623
Marc Marquez
Associate AdvisorCRD 4292304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 308Active vs passive
$1.2B in ETFs
78%
$932M
17%
$257M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $72.6M | 721,261 | 6.11% |
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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