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TITAN ADVISORS, LLC
CRD 135805File 801-65606
APPROVED
Custody
Filing as of Jul 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.53B
Above cohort median (national)
Discretionary AUM
$1.53B
Clients
36
37 accounts
Employees
25
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 26, 2006
- Principal office
- 750 WASHINGTON BLVD, 10TH FLOOR, STAMFORD, CT, 06901
- Phone
- 203-327-8600
- Website
- HTTP://WWW.TITANADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.53B
- Discretionary AUM
- $1.53B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 37
- Non-discretionary accounts
- 0
- Total accounts
- 37
- AUM per client
- $42.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Insurance companies | 13 | $78.2M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Pooled investment vehicles | 23 | $1.45B |
| Pension and profit sharing plans | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 40 | 36 | decreased by4 |
| Apr 1, 2026 | AUM | $1,513,024,655 | $1,532,339,480 | increased by$19,314,825 |
| Apr 1, 2026 | Accounts | 41 | 37 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 25 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 43 | 40 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,179,284,031 | $1,513,024,655 | decreased by$666,259,376 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 44 | 41 | decreased by3 |
| Apr 1, 2022 | Clients | 45 | 43 | decreased by2 |
| Apr 1, 2022 | AUM | $2,600,812,210 | $2,179,284,031 | decreased by$421,528,179 |
| Apr 1, 2022 | Accounts | 45 | 44 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TITAN ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TITAN ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.