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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
3 of 35
Daniel Rascoe
Registered RepresentativeCRD 2427652

Garrett Pena
Registered RepresentativeCRD 7313092

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
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