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TITAN INVESTMENT MANAGEMENT LLC
CRD 291148File 801-135755
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$123.9M
Bottom 25% of cohort (national)
Discretionary AUM
$121.9M
Non-discretionary $2.0M
Clients
263
439 accounts
Employees
4
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 2, 2026
- Principal office
- 8606 ALLISONVILLE RD., SUITE #260, INDIANAPOLIS, IN, 46250
- Phone
- 765-418-8223
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $123.9M
- Discretionary AUM
- $121.9M
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 432
- Non-discretionary accounts
- 7
- Total accounts
- 439
- AUM per client
- $471K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $85.6M |
| Individuals (other than high net worth individuals) | 190 | $33.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- 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
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 269 | 263 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.