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 investment adviser formed in 2003 as a limited liability company with individual ownership. The firm manages institutional- and retail-scale portfolios while combining a sizable public equity and ETF presence with allocations to third‑party alternative managers. Titleist is not identified as an active ESG investor in the available data. The firm received recognition from FA Magazine as a Top RIA firm 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 33DANIEL 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
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