# Titan Retirement Advisors LLC

> Titan Retirement Advisors LLC is an SEC-registered investment advisory firm in Fulshear, TX, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 166359
- Filed as: TITAN RETIREMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fulshear, TX
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166359
- AdvisorCensus page: https://advisorcensus.com/firm/titan-retirement-advisors-llc-fulshear-tx-166359

## Quick answers

**How is Titan Retirement Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Titan Retirement Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Titan Retirement Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $250 an hour (retirement plan services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Titan Retirement Advisors LLC located?**
Titan Retirement Advisors LLC's principal office is in Fulshear, TX, according to its Form ADV.

**Is Titan Retirement Advisors LLC registered with the SEC or a state?**
Titan Retirement Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 166359.

**How much does Titan Retirement Advisors LLC manage?**
Titan Retirement Advisors LLC reports $531,000,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Titan Retirement Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Titan Retirement Advisors LLC: Regulatory assets under management: $180,000,000 in the October 2021 data and $531,000,000 in the October 2026 data, up 195%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Titan Retirement Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); pension and profit sharing plans (but not the plan participants or government pension plans) (139); high net worth individuals (50).

**Which custodians does Titan Retirement Advisors LLC use?**
Titan Retirement Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Titan Retirement Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166359

**What changed in Titan Retirement Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $420,000,000 to $531,000,000 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Hourly rate: $250 an hour (retirement plan services)

> If Titan Retirement Advisors charges hourly rates for our Retirement Plan Services, the hourly rate for retirement plan services is $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

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: $531,000,000
- Discretionary: $531,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $150,000,000 |
| High net worth individuals | 50 | $110,000,000 |
| 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) | 139 | $190,000,000 |
| Charitable organizations | 4 | $25,000,000 |
| State or municipal government entities (including government pension plans) | 2 | $10,000,000 |
| Other investment advisers | 2 | $6,000,000 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 28 | $40,000,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, IL, IN, NC, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [investtitan.com](https://investtitan.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $180,000,000 | 2 | March 26, 2021 |
| October 2022 | $180,000,000 | 2 | March 28, 2022 |
| October 2023 | $275,000,000 | 2 | April 27, 2023 |
| October 2024 | $360,000,000 | 2 | March 26, 2024 |
| October 2025 | $420,000,000 | 2 | March 27, 2025 |
| October 2026 | $531,000,000 | 2 | March 24, 2026 |

Regulatory assets under management: $180,000,000 in the October 2021 data and $531,000,000 in the October 2026 data, up 195%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $420,000,000 to $531,000,000 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Titan Retirement Advisors LLC (CRD 166359): Form ADV filing data as of October 2026.