Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Wealth manager, wrap-program sponsor · New York, NY

Titan

Titan Global Capital Management USA LLC · SEC-registered investment adviser · CRD 290111 · SEC 801-112142

At a glance

Titan is an SEC-registered investment adviser based in New York, New York, with $1.1 billion in regulatory assets under management as of its Form ADV filed June 12, 2026. Its largest client group by assets is individuals, and it reports 41,733 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,429th of 8,915 wealth managers and 5,133rd of 17,210 SEC-registered advisers by assets.

Main office 973-490-4042titan.comLinkedInAs filed on Form ADV

Regulatory AUM
$1.1B
Rank among wealth managers
#1,429 of 8,915
Rank among all SEC RIAs
#5,133 of 17,210
Rank in New York
#1,115 of 2,591
Individual clients
41,733
High-net-worth clients
2,862
Accounts
50,651
Discretionary
100% of AUM
Employees
33
Advisory staff
10
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Apex Fintech$1.1B

Other RIAs using Apex Fintech

Broker-dealer

Hybrid RIA

Titan is a hybrid RIA: 10 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Titan Global Technologies LLC.

Its Form ADV brochure (filed June 2026) names Titan Global Technologies as the broker-dealer its advisers are registered with.

Brokerage services are provided through Titan’s affiliated broker-dealer, TGT.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Individuals38,871$685M63%
High-net-worth individuals2,862$397M37%

Disciplinary disclosures

Titan answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗titan.com ↗

AtlasMembers

The full record on Titan

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 8 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 3,346 peers of its type and size
Locked
Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
2Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Titan manage?

Titan reports $1.1 billion in regulatory assets under management across 50,651 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 12, 2026.

What kind of firm is Titan?

Titan is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Titan’s clients?

By assets, its largest client types are individuals ($685 million, 38,871 clients); high-net-worth individuals ($397 million, 2,862 clients).

Does Titan have any disciplinary history?

Titan answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Titan’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →