# Titleist Asset Management, LLC

> Titleist Asset Management, LLC is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 323567
- Filed as: TITLEIST ASSET MANAGEMENT, LLC
- 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)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323567
- AdvisorCensus page: https://advisorcensus.com/firm/titleist-asset-management-llc-san-antonio-tx-323567

## Quick answers

**How is Titleist Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Titleist Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Titleist Asset Management, LLC located?**
Titleist Asset Management, LLC's principal office is in San Antonio, TX, according to its Form ADV; the October 2026 filing also lists 12 other offices (Schedule D, Section 1.F).

**Is Titleist Asset Management, LLC registered with the SEC or a state?**
Titleist Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323567.

**How much does Titleist Asset Management, LLC manage?**
Titleist Asset Management, LLC reports $2,791,946,115 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (99% discretionary).

**How have Titleist Asset Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Titleist Asset Management, LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Titleist Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1,157); individuals (other than high net worth individuals) (946); corporations or other businesses not listed above (48).

**Which custodians does Titleist Asset Management, LLC use?**
Titleist Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Titleist Asset Management, 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/323567

**What changed in Titleist Asset Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added the business name Lotti Financial Group. Added an office in Colleyville, TX.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Raymond 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.

### Regulatory assets under management (Item 5.F)
- Total: $2,791,946,115
- Discretionary: $2,757,375,245
- Non-discretionary: $34,570,870

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 946 | $1,182,109,985 |
| High net worth individuals | 1,157 | $1,444,656,117 |
| Corporations or other businesses not listed above | 48 | $165,180,013 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 41 total, 25 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MO, NC, NE, NJ, NV, NY, OH, OK, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Austin, TX
- Boerne, TX
- Colleyville, TX
- Corpus Christi, TX
- Edmund, OK
- Houston, TX
- Marietta, GA
- Nacogdoches, TX
- San Francisco, CA
- The Woodlands, TX
- Webster, TX
- Wichita Falls, TX

### Websites listed on Form ADV (Item 1.I)
- blumandwhite.com
- bradywealthmanagement.com
- highpoint-wealth.com
- keystonewealthmgmt.com
- mosaicfinancialadvisers.com
- paragonpwg.com
- rjuddwealth.com
- tamgmt.com
- titleistadvisornetwork.com
- visionbasedplanning.com
- Facebook @ttitleistassetmanagement
- LinkedIn @titleistassetmanagement
- X @titleistasset

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $960,498,129 | 32 | September 20, 2023 |
| October 2024 | $1,401,798,353 | 27 | August 1, 2024 |
| October 2025 | $2,066,565,023 | 32 | July 31, 2025 |
| October 2026 | $2,791,946,115 | 41 | September 18, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added the business name Lotti Financial Group.
- Added an office in Colleyville, TX.

### September 2026
- Added the business name Stag Wealth Partners.

### August 2026
- Changed its office addresses in San Francisco, CA.
- Changed its office addresses in The Woodlands, TX.

### July 2026
- Added the business name Ensemble Financial.

### 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.

### February 2026
- Changed its office addresses in Corpus Christi, TX.

### December 2025
- Regulatory assets under management went from $2,066,565,023 to $2,430,293,058 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Titleist Asset Management, LLC (CRD 323567): Form ADV filing data as of October 2026.