Titleist Asset Management, Ltd.

Titleist Asset Management, Ltd. (CRD# 126136) is a financial advisory firm headquartered in San Antonio, TX. They manage $225,000,000 in 610 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $368,852
Compensation Options
  • A percentage of assets under your management
  • Commissions
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Titleist Asset Management, Ltd.
Showing 1 - 9 of 9 top financial advisors.
1
Richard M. Judd
CRD#: 3142098
609 Castle Ridge Road, Suite 315, Austin, TX 78746
96
Wealthminder
score

Richard Judd (CRD# 3142098) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in Austin, TX and has over 17 years of experience in the finance industry. Richard Judd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Greg Thompson
CRD#: 4233655
777 E. Sonterra Boulevard, Suite 330, San Antonio, TX 78258
96
Wealthminder
score

Greg Thompson (CRD# 4233655) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in San Antonio, TX and has over 16 years of experience in the finance industry. Greg Thompson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Enrique Araiza
CRD#: 4132391
1250 Wood Branch Park Drive, Suite 110, Houston, TX 77079
93
Wealthminder
score

Enrique Araiza (CRD# 4132391) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in Houston, TX and has over 16 years of experience in the finance industry.

4
Byron L. Fields
CRD#: 4227890
777 E. Sonterra Boulevard, Suite 330, San Antonio, TX 78258
93
Wealthminder
score

Byron Fields (CRD# 4227890) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in San Antonio, TX and has over 16 years of experience in the finance industry.

5
Tammy L. Freeman
CRD#: 2955739
777 E. Sonterra Boulevard, Suite 330, San Antonio, TX 78258
93
Wealthminder
score

Tammy Freeman (CRD# 2955739) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in San Antonio, TX and has over 16 years of experience in the finance industry.

6
Neil H. Kalb
CRD#: 2883701
777 E. Sonterra Boulevard, Suite 330, San Antonio, TX 78258
93
Wealthminder
score

Neil Kalb (CRD# 2883701) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in San Antonio, TX and has over 19 years of experience in the finance industry.

7
Russell C. King
CRD#: 4601106
609 Castle Ridge Road, Suite 315, Austin, TX 78746
93
Wealthminder
score

Russell King (CRD# 4601106) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in Austin, TX and has over 13 years of experience in the finance industry.

8
Roberto Sanchez
CRD#: 2932548
1250 Wood Branch Park Drive, Suite 110, Houston, TX 77079
93
Wealthminder
score

Roberto Sanchez (CRD# 2932548) is an Investment Advisor Representative working at Titleist Asset Management, Ltd. in Houston, TX and has over 19 years of experience in the finance industry.

9
J.B. O'Banion
CRD#: 3030302
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
80
Wealthminder
score

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.

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