INDIANAPOLIS, INCRD 291148Registration Status: ApprovedEffective since April 2, 2026Latest ADV March 3, 2026
Titan Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 3, 2026, reports $124M in regulatory assets under management, 4 employees, and 439 accounts.
Assets Under Management
$124M
Employees
4
Offices
--
Total Clients
269
Primary office
INDIANAPOLIS, IN
8606 ALLISONVILLE RD., SUITE #260, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.6% of total clients.
Top client categories% of clientsClients
1
Individuals
70.6%
190
2
HNWI
27.1%
73
3
401(K) PLANS
2.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of March 3, 2026
Discretionary98.4%
$122M
98% of total RAUM98.4%
Non-discretionary1.6%
$2M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$124M
Total Accounts439
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee67:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.