Titleist Capital, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 126136
- Registered since
- August 26, 2003
- Website
- www.tamgmt.com
Firm profile
FINTRXOverview
Titleist Capital, LLC is a limited liability company that has been registered with the SEC since 2003. The firm is recorded as having an individual owner and is classified as "Unclassified" in the source dataset. It is not identified as a capital allocator, an active ESG investor, a multi-state adviser, or a pension consultant. Titleist Capital received a placement on FA Magazine’s "Top RIA Firms" list in 2020.
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
Contacts
3 of 34
Daniel Rascoe
Registered RepresentativeCRD 2427652
Randall Fowler
Wealth AdvisorCRD 2236061
Katie Keppler
OperationsCRD 6158525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$230M in ETFs
82%
$187M
17%
$42.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| TRUESHARES LOW VOLATILITY EQUITY INCOME ETF (DIVZ) | Active | Large Value | $32M | 1,105,403 | 13.94% |
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
Similar firms
Mcnally Financial Services Corporation
Broker-DealerSan Antonio, TX
Sendero Securities, LLC
Broker-DealerSan Antonio, TX
Allegro Securities LLC
Broker-DealerSan Antonio, TX
Frost Brokerage Services, Inc.
Broker-DealerSan Antonio, TX
Swbc Investment Services, LLC
Broker-DealerSan Antonio, TX
Usaa Investment Services Company
Broker-DealerSan Antonio, TX