Titan Retirement Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fulshear, TX. Its latest Form ADV filing, dated March 24, 2026, reports $531M in regulatory assets under management, 2 employees, and 425 accounts.
Assets Under Management
$531M
Employees
2
Offices
--
Total Clients
383
Primary office
FULSHEAR, TX
5757 FLEWELLEN OAKS LN, STE 601, FULSHEAR, TX, United States
Top client segmentIndividuals represent 41.3% of total clients.
Top client categories% of clientsClients
1
Individuals
41.3%
158
2
Pension Plans
36.3%
139
3
HNWI
13.1%
50
4
Corporations
7.3%
28
5
Charitable
1.0%
4
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$531Mas of March 24, 2026
Discretionary100.0%
$531M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$531M
Total Accounts425
10Y AUM Change+$351M (+195.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee192:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.