SAN ANTONIO, TXCRD 323567Latest ADV March 27, 2026
Titleist Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 27, 2026, reports $2.7B in regulatory assets under management, 41 employees, 15 offices, and 5,715 accounts.
Assets Under Management
$2.7B
Employees
41
Offices
15 offices
Total Clients
1,947
Primary office
SAN ANTONIO, TX
777 E. SONTERRA BLVD., SUITE 330, SAN ANTONIO, TX, United States
Top client segmentHNWI represent 53.8% of total clients.
Top client categories% of clientsClients
1
HNWI
53.8%
1,048
2
Individuals
44.0%
857
3
Corporations
2.2%
42
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 27, 2026
Discretionary98.8%
$2.6B
99% of total RAUM98.8%
Non-discretionary1.2%
$33M
1% of total RAUM1.2%
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$2.7B
Total Accounts5,715
10Y AUM Change+$2.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee47:1
10Y Employee Change+9 (+28.1%)
* 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.