Titleist Asset Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$2.7B
Discretionary
$2.6B
99% of AUM
Avg account
$465K
Accounts
5,715
Employees
41
Advisory reps
45

Firm details

Headquarters
San Antonio, Texas
CRD number
323567
Registered since
November 25, 2022
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

FINTRX

Overview

Titleist Asset Management, LLC is an independent, SEC-registered investment adviser organized as an LLC. The firm is positioned as a multi-service capital allocator that works with both individuals and families as well as institutional clients. Its revenue model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, and the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Advisory capabilities span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside managers. The firm is identified as a capital allocator and has industry affiliations that include acting as sponsor, general partner or managing member of pooled investment vehicles. Titleist does not characterize itself as an active ESG investor.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, US Government Bonds 15%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%78%
  • Public Funds/Mutual Funds78%
  • US Government Bonds15%
  • Cash & Cash Equivalents4%
  • State & Local Bonds2%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 4
  • Richard Judd

    Richard Judd

    President, CEOCRD 3142098

  • Stephen Coulter

    Stephen Coulter

    Chief Executive OfficerCRD 2907901

  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Unlock 1 more executives →

Contacts

3 of 41
  • William Alford

    William Alford

    Investment AdvisorCRD 5116565

  • Christian Amsberry

    Christian Amsberry

    Financial Planner, FounderCRD 5350623

  • Marc Marquez

    Marc Marquez

    Associate AdvisorCRD 4292304

Unlock 38 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 292

Active vs passive

$1.2B in ETFs

Passive

81%

$935M

Active

16%

$225M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$56.4M560,0484.86%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth