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).
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Total Assets Under Management1,402MILLION
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Total Number of Accounts4,430ACCOUNTS
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Average Account Value$316,433
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MO, NC, NE, NJ, NV, NY, OH, OK, SC, TX
Russell King (CRD# 4601106) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 21 years of experience in the finance industry.
Mark Koellner (CRD# 5176496) is an Investment Advisor Representative working at Titleist Asset Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
Christopher Mann (CRD# 2417287) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 30 years of experience in the finance industry.
Mr. O'Banion co-founded Titleist Asset Management, Ltd. in 2003 where he serves as Managing Partner and principal with 18 years of investment experience. He is a member of the company's Investment committee in addition to providing customized portfolio management services to individuals and company retirement plans.
After graduating from Texas State University in 1997, Mr. O'Banion worked with Morgan Stanley assisting clients in all aspects of financial planning and wealth management. He then accepted a job with Frost Bank in the fixed income and equity division. He later accepted a senior trader position with CyberTrader, Inc., a division of Charles Schwab, where he gained extensive knowledge educating clients on market mechanics, various trading strategies and risk management for retail and institutional clients.
Mr. O'Banion holds the series 3, 4, 7, 24, 53, 55, 63 and 66 securities licenses and registrations with the Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), Municipal Securities Rulemaking Board (MSRB) and the Texas State Securities Board.
Christopher Rawson (CRD# 4463905) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 22 years of experience in the finance industry.
Maria Valencia (CRD# 4686452) 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.
Jeromy White (CRD# 4703795) is an Investment Advisor Representative working at Titleist Asset Management, LLC in Webster, TX and has over 20 years of experience in the finance industry.
David Smidebush (CRD# 7159671) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 3 years of experience in the finance industry.
Marc York (CRD# 4375793) is an Investment Advisor Representative working at Titleist Asset Management, LLC in San Antonio, TX and has over 22 years of experience in the finance industry.