Managing Partner · Titleist Asset Management, LLC
Byron L. Fields
CRD 4227890 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Titleist Asset Management, LLC, an SEC-registered wealth manager based in SAN Antonio, TX with $2.8 billion in regulatory assets, lists Byron L. Fields on its Form ADV as Managing Partner, a control person. The SEC filings also name Byron at 1 other registered adviser.
Firms and roles
- Titleist Asset Management, LLCManaging PartnerWealth manager · SAN Antonio, TX · $2.8B in regulatory assets
- Shorebird Capital, LPCo-CeoAsset manager · SAN Antonio, TX · $0M in regulatory assets
AtlasMembers
Byron’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joe-Ben O'BanionManaging Partner, Titleist Asset Management, LLC
- Russell C. KingPartner, Titleist Asset Management, LLC
- Neil H. KalbPartner, Titleist Asset Management, LLC
- Gery J. SadzewiczChief Compliance Officer, Titleist Asset Management, LLC
- Stephen J. CoulterChief Executive Officer and Chief Investment Strategist, Titleist Asset Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Byron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.