Titleist Asset Management, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated June 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$2,791,946,115 as of October 2026, filing dated September 18, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)

Also doing business as

BLUM AND WHITE WEALTH MANGEMENT, LLC, BRADY WEALTH MANAGEMENT, BULLINGER WEALTH MANAGEMENT, LLC, CONCIERGE WEALTH, ENSEMBLE FINANCIAL, HIGHPOINT WEALTH ADVISORS, KEYSTONE WEALTH MANAGEMENT, LLC, LOTTI FINANCIAL GROUP, MAY CAPITAL, LLC, PARAGON PRIVATE WEALTH GROUP LLC, R JUDD WEALTH MANAGEMENT, LLC, STAG WEALTH PARTNERS, VISION BASED PLANNING, LLC, XPO CAPITAL, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2022 (3 years)

Employees

Total: 41. Performing investment advisory functions: 25.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLCRaymond James & Associates, 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.

Other offices (Schedule D, Section 1.F)

12 other offices, as of the October 2026 filing

Austin, TXBoerne, TXColleyville, TXCorpus Christi, TXEdmund, OKHouston, TXMarietta, GANacogdoches, TXSan Francisco, CAThe Woodlands, TXWebster, TXWichita Falls, TX

States registered or notice-filed

21 states or jurisdictions

ARAZCACOFLGAIAILINLAMAMONCNENJNVNYOHOKSCTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $960,498,129 in the October 2023 data and $2,791,946,115 in the October 2026 data, up 191%.

Total employees: 32 in October 2023 and 41 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added the business name Lotti Financial Group.
   • Added an office in Colleyville, TX.
2. September 2026
   • Added the business name Stag Wealth Partners.
3. August 2026
   • Changed its office addresses in San Francisco, CA.
   • Changed its office addresses in The Woodlands, TX.
4. July 2026
   • Added the business name Ensemble Financial.
5. April 2026
   • Added the business name Bullinger Wealth Management, LLC.
   • Added the business name XPO Capital, LLC.
   • Employees performing advisory functions went from 32 to 25.
   • Added an office in Boerne, TX.
   • Added an office in Houston, TX.
   • Added an office in Wichita Falls, TX.
   • No longer lists an office in Dripping Springs, TX.
6. February 2026
   • Changed its office addresses in Corpus Christi, TX.
7. December 2025
   • Regulatory assets under management went from $2,066,565,023 to $2,430,293,058 (+18%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.