Titleist Asset Management, LLC

Titleist Asset Management, LLC (CRD# 323567) is a financial advisory firm headquartered in San Antonio, TX. They manage $1,401,798,353 in 4,430 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,402
    MILLION
  • Total Number of Accounts
    4,430
    ACCOUNTS
  • Average Account Value
    $316,433
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MO, NC, NE, NJ, NV, NY, OH, OK, SC, TX

Financial Advisors at Titleist Asset Management, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Enrique Araiza
CRD#: 4132391
Houston, TX

Enrique Araiza (CRD# 4132391) is an Investment Advisor Representative working at Titleist Asset Management, LLC in Houston, TX and has over 24 years of experience in the finance industry.

2
Srdjan Blum
CRD#: 4688896
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258

Srdjan Blum (CRD# 4688896) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 20 years of experience in the finance industry.

3
Justin L. Brady
CRD#: 4796609
818 N. University Dr., Suite 104, Nacogdoches, TX 75961

Justin Brady (CRD# 4796609) is an Investment Advisor Representative working at Titleist Asset Management, LLC in Nacogdoches, TX and has over 19 years of experience in the finance industry.

4
Scott L. Branson
CRD#: 1985691
2301 S Capital Of Texas Hwy, Suite J-101, Austin, TX 78746

Scott Branson (CRD# 1985691) is an Investment Advisor Representative working at Titleist Asset Management, LLC in Austin, TX and has over 34 years of experience in the finance industry.

5
Andrew V. Brawley
CRD#: 2844318
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258

Andrew Brawley (CRD# 2844318) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 26 years of experience in the finance industry.

6
Willis A. Fawcett
CRD#: 6738277
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258

Willis Fawcett (CRD# 6738277) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 7 years of experience in the finance industry.

7
Randall W. Fowler
CRD#: 2236061
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258

Randall Fowler (CRD# 2236061) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 31 years of experience in the finance industry.

8
Richard M. Judd
CRD#: 3142098
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258

Richard Judd (CRD# 3142098) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 24 years of experience in the finance industry.

9
Neil H. Kalb
CRD#: 2883701
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258

Neil Kalb (CRD# 2883701) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 26 years of experience in the finance industry.

10
Alan C. Keppler
CRD#: 5766305
Greenville, SC

Alan Keppler (CRD# 5766305) is an Investment Advisor Representative working at Titleist Asset Management, LLC in Greenville, SC and has over 14 years of experience in the finance industry.

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