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 independent, SEC-registered investment adviser organized as an LLC and launched in 2022. The firm serves both individual/family clients and institutional clients and positions itself as a capital allocator that mixes discretionary portfolio management with financial planning and advisory services. Its advisory scope includes portfolio management for individuals, small businesses, and institutions, pension consulting, and the selection of other managers. Titleist also operates in broker-dealer and insurance brokerage capacities, and its billing mixes percentage-of-AUM, hourly and fixed-fee arrangements. The firm does not profile itself as an active ESG investor. Industry relationships extend beyond pure advisory work: Titleist lists affiliations with broker-dealers, other investment advisers, accounting and insurance firms, and participates as sponsor or managing member of pooled investment vehicles.