Wealth manager, independent · SAN Antonio, TX
Titleist Asset Management, LLC
SEC-registered investment adviser · CRD 323567 · SEC 801-126953
At a glance
Titleist Asset Management, LLC is an SEC-registered investment adviser based in SAN Antonio, Texas, with $2.8B in regulatory assets under management as of its Form ADV filed September 18, 2026. It reports 2,103 individual clients, 1,157 of them high-net-worth, holding an average of about $1.2 million each, and 41 employees. That ranks it 401st among the nation’s 5,657 independent wealth management RIAs and 21st of 367 in Texas. It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Raymond James and Fidelity.
Up $137M from $2.7B in its previous filing; rank 423 → 401. This month’s movers →
Main office 210-826-2424tamgmt.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.8B
- Rank among independent wealth managers
- #401 of 5,657
- Rank among all SEC RIAs
- #2,962 of 17,210
- Rank in Texas
- #21 of 367
- Individual clients
- 2,103
- High-net-worth clients
- 1,157
- Accounts
- 5,926
- Discretionary
- 99% of AUM
- Employees
- 41
- Advisory staff
- 25
- Offices
- 17
Owners and executives on its Form ADV
- Byron L. FieldsManaging Partner
- Joe-Ben O'BanionManaging Partner
- Russell C. KingPartner
- Neil H. KalbPartner
- Gery J. SadzewiczChief Compliance Officer
- Stephen J. CoulterChief Executive Officer and Chief Investment Strategist
Custody and brokerage
Broker-dealer
Hybrid RIA
Titleist Asset Management, LLC is a hybrid RIA: 26 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Titleist Capital, LLC.
- Titleist Capital, LLC ↗CRD 126136
Its Form ADV brochure (filed September 2026) names Titleist Capital as the broker-dealer its advisers are registered with.
Certain TAM professionals are registered with Titleist Capital, LLC, and/or Purshe Kaplan Sterling Investments, both FINRA-registered broker-dealers/SIPC members.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,157 | $1.4B | 52% |
| Individuals | 946 | $1.2B | 42% |
| Corporations or other businesses | 48 | $165M | 6% |
Disciplinary disclosures
Titleist Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗tamgmt.com ↗
AtlasMembers
The full record on Titleist Asset Management, 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, 3 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,441 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Sfmg Wealth AdvisorsPlano | $3.0B | 968 |
| Legacy Knight MFO, LLCDallas | $2.8B | 20 |
| Paul Comstock PartnersHouston | $2.8B | 109 |
| Icon Wealth PartnersHouston | $2.6B | 617 |
| Warwick PartnersBryan | $2.5B | 253 |
| Oxbow Advisors, LLCAustin | $2.5B | 688 |
Background
Questions
How much does Titleist Asset Management, LLC manage?
Titleist Asset Management, LLC reports $2.8B in regulatory assets under management across 5,926 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 18, 2026.
How many clients does Titleist Asset Management, LLC have?
It reports 2,103 individual clients: 1,157 high-net-worth individuals and 946 other individuals. Individuals account for about 94% of its regulatory assets.
Where is Titleist Asset Management, LLC headquartered?
Its main office is in SAN Antonio, Texas. It reports 17 offices in total and 41 employees, 25 of whom perform investment advisory functions.
How does Titleist Asset Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Titleist Asset Management, LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Raymond James and Fidelity. On Schedule D of its Form ADV filed September 18, 2026, it reports these amounts held: Charles Schwab ($995M); Raymond James ($794M); Fidelity ($758M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Titleist Asset Management, LLC a hybrid RIA with a broker-dealer?
Titleist Asset Management, LLC is a hybrid RIA: 26 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Titleist Capital, LLC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Titleist Asset Management, LLC a fiduciary?
As an SEC-registered investment adviser, Titleist Asset Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 26 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Titleist Asset Management, 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 (2026-09-18), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →