# Titanium Advisors, LLC

> Titanium Advisors, LLC is an SEC-registered investment advisory firm in Franklin, MA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 153943
- Filed as: TITANIUM ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, MA
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153943
- AdvisorCensus page: https://advisorcensus.com/firm/titanium-advisors-llc-franklin-ma-153943

## Quick answers

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

**How much does Titanium Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 11, 2026 states: Flat fee: $3,000 to $5,000 (one-time financial planning services); Flat fee: $2,500 to $7,500 a quarter (ongoing financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Titanium Advisors, LLC located?**
Titanium Advisors, LLC's principal office is in Franklin, MA, according to its Form ADV.

**Is Titanium Advisors, LLC registered with the SEC or a state?**
Titanium Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 153943.

**How much does Titanium Advisors, LLC manage?**
Titanium Advisors, LLC reports $169,737,267 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**How have Titanium Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Titanium Advisors, LLC: Regulatory assets under management: $139,387,284 in the October 2022 data and $169,737,267 in the October 2026 data, up 22%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Titanium Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (8).

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

**Does Titanium 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/153943

**Does Titanium Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 11, 2026 says: "The Advisor does not impose a minimum account size for its investment supervisory services, but it may charge a minimum quarterly fee as noted in Item 5."

**What changed in Titanium Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $151,407,835 to $169,737,267 (+12%).

## 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 February 11, 2026)

- Account minimum: None

> The Advisor does not impose a minimum account size for its investment supervisory services, but it may charge a minimum quarterly fee as noted in Item 5.

- Flat fee: $3,000 to $5,000 (one-time financial planning services)

> The Advisor provides one‐time financial planning services on a fixed fee arrangement that usually costs from $3,000 to $5,000.

- Flat fee: $2,500 to $7,500 a quarter (ongoing financial planning services)

> The Advisor also provides ongoing financial planning services on a fixed fee basis that usually costs between $2,500 and $7,500 per quarter.

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.

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: $169,737,267
- Discretionary: $169,737,267
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $6,025,580 |
| High net worth individuals | 40 | $163,711,687 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- titaniumadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $139,387,284 | 1 | March 1, 2022 |
| October 2023 | $123,164,723 | 1 | August 24, 2023 |
| October 2024 | $137,945,011 | 1 | February 8, 2024 |
| October 2025 | $151,407,835 | 1 | February 13, 2025 |
| October 2026 | $169,737,267 | 1 | February 11, 2026 |

Regulatory assets under management: $139,387,284 in the October 2022 data and $169,737,267 in the October 2026 data, up 22%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $151,407,835 to $169,737,267 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Titanium Advisors, LLC (CRD 153943): Form ADV filing data as of October 2026.