Titleist Capital, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
36
Avg account
$0

Firm details

Headquarters
San Antonio, Texas
CRD number
126136
Registered since
August 26, 2003

Firm profile

FINTRX

Overview

Titleist Capital, LLC is an SEC-registered limited liability company (registered in 2003) that appears structured as an individually owned advisory business. The firm's snapshot data classifies it as unclassified and notes it does not self-identify as a capital allocator, an active ESG investor, a multi-state adviser, or a pension consultant. Titleist Capital was included in FA Magazine’s "Top RIA Firms" list in 2020. Regulatory and public filings indicate the firm engages in investment management activity, but specific business-model details such as fee structure, client segmentation, or explicit advisory offerings were not provided in the source data.

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

Owners & executives

1 of 1
  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Contacts

3 of 35
  • Daniel Rascoe

    Daniel Rascoe

    Registered RepresentativeCRD 2427652

  • Garrett Pena

    Garrett Pena

    Registered RepresentativeCRD 7313092

  • Katie Keppler

    Katie Keppler

    OperationsCRD 6158525

Unlock 32 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 90

Active vs passive

$230M in ETFs

Passive

82%

$187M

Active

17%

$42.5M

ETFProviderStyleCategoryValueShares% of portfolio
TRUESHARES LOW VOLATILITY EQUITY INCOME ETF (DIVZ)ActiveLarge Value$32M1,105,40313.94%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth