TITLEIST ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2022

Total AUM

$2.7B

Discretionary

$2.6B

99% of AUM

Avg account

$465K

Accounts

5,715

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., 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 SEC‑registered investment adviser organized as an LLC (registration in 2022) that serves both individual/family and institutional clients. The firm operates as a capital allocator and combines advisory services (financial planning; portfolio management for individuals, small businesses and institutions; pension consulting; and selection of other advisers) with broker‑dealer and insurance brokerage activities. Its fee model is mixed — percentage of AUM plus hourly and fixed fees — and it does not self‑identify as an active ESG investor. The firm’s structure and stated activities indicate a hybrid model that can deliver ongoing portfolio management while also offering transactional brokerage and insurance distribution. As an allocator, Titleist deploys client capital across public funds and third‑party alternative managers in addition to direct equity and fixed income vehicles.