RIA Intel›Advisers›Texas›TITLEIST ASSET MANAGEMENT, LLC

TITLEIST ASSET MANAGEMENT, LLC

Advisory

N·SAN ANTONIO, TX

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

+105.7%

3-Year CAGR

+28.8%

Employees

25

Assets Under Management

Total AUM$2.7B

Discretionary AUM$2.6B

Non-Discretionary AUM$33M

Discretionary %98.8%

Total Clients1,652

Team

Total Employees25

Investment Advisers41

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record28

First FilingOct 27, 2022

Latest FilingJul 10, 2026

🔒 Full AUM trend chart and 28 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TITLEIST ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.