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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
2 firms manage $2.8B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Titleist Asset Management, LLCSAN Antonio, TX | TX | $2.8B | +35% | 2,151 | $471K | 25 | Charles Schwab; Raymond James; Fidelity | |
| 2Shorebird Capital, LPSAN Antonio, TX | TX | $0 | – | 0 | – | 2 | – |