firm profile
Titleist Asset Management, LLC
Overview
Titleist Asset Management, LLC is an SEC registered investment adviser based in San Antonio, TX, registered since 2022. It reports $2.8B in assets under management across 5,926 accounts, with 41 employees. It has 41 investment adviser representatives.
- Reported AUM
- $2.8B
- Discretionary
- 99%
- Accounts
- 5,926
- Average account
- $471K
- Employees
- 41
- Advisory reps
- 41
- Registered since
- 2022
- Jurisdictions
- 21
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 6
- Stephen James Coulter Chief Executive Officer, Chief Investment Strategist CRD 2907901
- Byron Lucien Fields Managing Partner CRD 4227890
- Joe-Ben O'Banion Managing Partner CRD 3030302
3 more executive officers, with direct contact details
Advisory reps 3 of 41
- William David Alford Jr. Insurance Agent · Investment Adviser Rep CRD 5116565
- Lisa Marie Alvarado Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4019690
- Christian Andrew Amsberry Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5350623
38 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 777 E Sonterra Blvd Ste 330
San Antonio, TX 78258 - County
- Bexar
- Metro area
- San Antonio-New Braunfels, TX
- Region
- South
Registrations
- SEC registered
- Registered in 21 jurisdictions
- Website: blumandwhite.com
Every state, with registration dates
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