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 organized as a limited liability company controlled by an individual owner. The firm reports a conventional wealth-management posture rather than operating as a capital allocator or pension consultant. It does not identify as an active ESG investor. Titleist received recognition from FA Magazine as one of its Top RIA Firms in 2020. Operational and advisory detail beyond those basic descriptors was not provided in the source material.
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
2 of 2
Lee Daniels
Team CFOCRD 4781678
Gery Sadzewicz
Team CEOCRD 1090963
Contacts
3 of 36
Christian Amsberry
Financial Planner, FounderCRD 5350623
Marc Marquez
Associate AdvisorCRD 4292304
Marc York
Investment AdvisorCRD 4375793
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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