Titleist Asset Management, LLC

About Titleist Asset Management, LLC

<p>Founded in 2003, Titleist Asset Management, LLC is a registered investment advisor that works with individuals and company retirement plans, including acting as a 3(21) fiduciary. The firm also has an affiliate broker-dealer, Titleist Capital, LLC.</p> <p>Headquartered in Austin with an additional office in San Antonio, the firm serves clients across Central and South Texas, including the Austin–San Antonio corridor. It supports independent advisors with clearing and custody relationships, portfolio management resources, and technology used for day-to-day account and planning work.</p> <p>Titleist Asset Management handles securities analysis and portfolio management and works with institutions and organizations such as charities, trusts, foundations, partnerships, and corporations. In 2026, the firm reported $2.0B in assets under management (AUM).</p> <p>One differentiator is the firm’s combination of RIA investment management and its affiliated broker-dealer structure, which can suit advisors who want both advisory and brokerage capabilities under one umbrella.</p> <ul> <li>3(21) fiduciary services for retirement plans</li> <li>Portfolio management and securities analysis</li> <li>Support for independent advisors, including clearing/custody access</li> <li>Financial planning and customized portfolio work</li> <li>Works with institutions, nonprofits, trusts, and corporate clients</li> </ul>

Website: https://www.tamgmt.com/

Founded: 2003