# Titan

> Titan is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 290111
- Filed as: TITAN
- Legal name: Titan Global Capital Management USA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290111
- AdvisorCensus page: https://advisorcensus.com/firm/titan-new-york-ny-290111

## Quick answers

**How is Titan compensated?**
On its Form ADV (Item 5.E, October 2026), Titan reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Titan located?**
Titan's principal office is in New York, NY, according to its Form ADV.

**Is Titan registered with the SEC or a state?**
Titan is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 290111.

**How much does Titan manage?**
Titan reports $1,081,917,208 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (100% discretionary).

**How have Titan's assets and staff changed since 2021?**
In the Form ADV data for Titan: Regulatory assets under management: $500,290,675 in the October 2021 data and $1,081,917,208 in the October 2026 data, up 116%. Total employees: 12 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Titan serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38,871); high net worth individuals (2,862).

**Which custodians does Titan use?**
Titan's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Titan report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290111

**What changed in Titan's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 10. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,081,917,208
- Discretionary: $1,081,917,208
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38,871 | $684,544,200 |
| High net worth individuals | 2,862 | $397,373,008 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (8 years)
- Employees: 33 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290111

### Websites listed on Form ADV (Item 1.I)
- reddit.com/r/titanvest
- titan.com
- Instagram @TITANVEST
- LinkedIn @titan-invest
- TikTok @titanvest
- X @TITANVEST
- YouTube @Titanvest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $500,290,675 | 12 | August 3, 2021 |
| October 2022 | $792,109,235 | 53 | September 27, 2022 |
| October 2023 | $548,804,998 | 76 | September 14, 2023 |
| October 2024 | $882,042,531 | 63 | April 26, 2024 |
| October 2025 | $1,117,366,876 | 40 | March 31, 2025 |
| October 2026 | $1,081,917,208 | 33 | June 12, 2026 |

Regulatory assets under management: $500,290,675 in the October 2021 data and $1,081,917,208 in the October 2026 data, up 116%.
Total employees: 12 in October 2021 and 33 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 10.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Titan (CRD 290111): Form ADV filing data as of October 2026.