Asset manager · Fulshear, TX
Titan Retirement Advisors LLC
SEC-registered investment adviser · CRD 166359 · SEC 801-118730
At a glance
Titan Retirement Advisors LLC is an SEC-registered investment adviser based in Fulshear, Texas, with $531 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 208 individual clients. By Form ADV it is a asset manager, ranked 1,649th of 3,218 asset managers and 7,591st of 17,210 SEC-registered advisers by assets.
Main office 713-239-2866investtitan.comAs filed on Form ADV
- Regulatory AUM
- $531M
- Rank among asset managers
- #1,649 of 3,218
- Rank among all SEC RIAs
- #7,591 of 17,210
- Rank in Texas
- #496 of 1,081
- Individual clients
- 208
- High-net-worth clients
- 50
- Accounts
- 425
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Joshua J. CoughranFounder/chief Executive Officer/chief Compliance Officer
Custody and brokerage
2 custodians
- Interactive Brokers$125M89%
- Charles Schwab$15M11%
Other RIAs using Interactive BrokersOther multi-custodian RIAs
Broker-dealer
Hybrid RIA
Titan Retirement Advisors LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 139 | $190M | 36% |
| Individuals | 158 | $150M | 28% |
| High-net-worth individuals | 50 | $110M | 21% |
| Corporations or other businesses | 28 | $40M | 8% |
| Charitable organizations | 4 | $25M | 5% |
| State or municipal government entities | 2 | $10M | 2% |
| Other investment advisers | 2 | $6M | 1% |
Disciplinary disclosures
Titan Retirement Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗investtitan.com ↗
AtlasMembers
The full record on Titan Retirement Advisors LLC
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, 5 years of filings
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- Growth over one, three and five years
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- Rank against 1,016 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Titan Retirement Advisors LLC manage?
Titan Retirement Advisors LLC reports $531 million in regulatory assets under management across 425 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Titan Retirement Advisors LLC?
Titan Retirement Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Titan Retirement Advisors LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($190 million, 139 clients); individuals ($150 million, 158 clients); high-net-worth individuals ($110 million, 50 clients).
Does Titan Retirement Advisors LLC have any disciplinary history?
Titan Retirement Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Titan Retirement Advisors LLC’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 (2026-03-24), 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 →