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TITLEIST ASSET MANAGEMENT, LLC
CRD 323567File 801-126953
APPROVED
Retail clients
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.66B
Top 25% of cohort (national)
Discretionary AUM
$2.62B
Non-discretionary $33.2M
Clients
1,947
5,715 accounts
Employees
41
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 25, 2022
- Principal office
- 777 E. SONTERRA BLVD., SUITE 330, SAN ANTONIO, TX, 78258
- Phone
- 210-826-2424
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.66B
- Discretionary AUM
- $2.62B
- Non-discretionary AUM
- $33.2M
- Discretionary accounts
- 5,644
- Non-discretionary accounts
- 71
- Total accounts
- 5,715
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 42 | $157.2M |
| High net worth individuals | 1,048 | $1.37B |
| Individuals (other than high net worth individuals) | 857 | $1.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 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.