Titleist Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
Titleist Asset Management reports 2,151 clients. They include 1,157 high-net-worth individuals, 946 individual clients, and 48 corporations and other businesses. Of its assets, 98.8% ($2.76B across 5,852 accounts) are managed with discretion; $34.6M across 74 accounts are not. A wrap fee program the firm both sponsors and manages holds $392M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 42% |
| High-net-worth individuals | 54% | 52% |
| Corporations and other businesses | 2% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 946 | $1.18B | 42.3% | $1.25M |
| High-net-worth individuals | 1,157 | $1.44B | 51.7% | $1.25M |
| Corporations and other businesses | 48 | $165M | 5.9% | $3.44M |
| Total | 2,151 | $2.79B | 100% | $1.3M |
- Clients
- 946
- Regulatory AUM
- $1.18B
- AUM share
- 42.3%
- Avg. per client
- $1.25M
- Clients
- 1,157
- Regulatory AUM
- $1.44B
- AUM share
- 51.7%
- Avg. per client
- $1.25M
- Clients
- 48
- Regulatory AUM
- $165M
- AUM share
- 5.9%
- Avg. per client
- $3.44M
Total
- Clients
- 2,151
- Regulatory AUM
- $2.79B
- AUM share
- 100%
- Avg. per client
- $1.3M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Titleist Asset Management charges 1.00%–1.50% a year for its Investment Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Limited engagements are billed at a maximum hourly rate of $525 or a mutually agreed fixed fee; ongoing planning is an annual fee negotiated with the client.
Byron Fields owns 50% to 75% of Titleist Asset Management. Stephen Coulter is CEO; the leadership team includes Chief Compliance Officer Gery Sadzewicz. It has 41 employees, 25 of them in advisory roles.
Leadership
- Stephen CoulterChief Executive Officer and Chief Investment Strategist
- Gery SadzewiczChief Compliance Officer
- Byron FieldsManaging Partner
- Neil KalbPartner
- Russell KingPartner
- Joe-Ben O'BanionManaging Partner
Investment adviser representatives
43 representatives listed in the SEC register as of 9 October 2026.
- William David Alford
- Lisa Marie Alvarado
- Christian Andrew Amsberry
- Ann Beth Barham
- Srdjan Blum
- Roy Bryan Bly
- Justin Loyd Brady
- Scott Lake Branson
- Andrew Vanbibber Brawley III
- Frank Henry Bullinger Jr
- Carlos Giovanni Castorena
- Stephen James Coulter JR.
- Franck Paul Cushner JR
- Lee M Daniels
- Adam Mark Eisenhauer
- Camden Grey Elliott
- Willis Augustus Fawcett IV
- Byron Lucien Fields
- Russell Roy Franques
- Andrew Charles Gularte
- Christopher Terrence Jennings
- Penny Prewitt Jones
- Richard Michael Judd
- Neil Howard Kalb
- Alan Christopher Keppler
- Katie Keppler
- Russell Clark King
- Trenton Leffingwell
- Christopher Jason Mann
- Marc Benedict Marquez
- Thomas Edward Moore
- Matthew Carter Nerz
- Chase Matthew O'Banion
- Joe-Ben O'Banion
- Katarina Gabriella Partalas
- Daniel Gray Rascoe
- Christopher Rawson
- David Leo Smidebush
- Maria Adriana Valencia
- Justin Tyler Wagner
- Jeromy Austin White
- Rachel Irvin Whitwell
- Marc Allen York
Staff
- 41 employees
- 25 in advisory functions
- 34 state-registered reps
- 26 broker-dealer reps
- 15 insurance agents
- 3 soliciting firms
- Owns 50% to 75% of Titleist Asset Management, LLC
Byron Fields
Control person · since August 2022
- Owns 25% to 50% of Titleist Asset Management, LLC
Joe-Ben O'Banion
Control person · since August 2022
- Owns 5% to 10% of Titleist Asset Management, LLC
Russell King
since August 2022
Titleist Asset Management’s regulatory assets grew 2.9× from $960M (May 2023) to $2.79B (September 2026); clients rose from 1,328 to 2,151 and employees from 32 to 41.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.79B | 2,151 | 41 | 17 |
| July 2025 | $2.07B | 1,875 | 32 | 15 |
| April 2024 | $1.4B | 1,600 | 27 | 11 |
| May 2023 | $960M | 1,328 | 32 | 11 |
Besides its headquarters, Titleist Asset Management has 16 offices (3 private residences, listed without an address), with 14 listed addresses across 4 states.
Texas · 11 listed addresses
- 777 E. Sonterra BLVD., Suite 330, San AntonioHQ
- 4900 Woodway DR., Houston
- 2949 Southwest Parkway, Wichita Falls
- 229 N. Main Streeet, Boerne
- 5418 Wooldridge RD, Corpus Christi
- 711 W. Bay Area BLVD., Webster
- 10210 Grogans Mill RD, The Woodlands
- 2301 S Capital of Texas Hwy, Austin
- 818 N. Univeristy Drive, Nacogdoches
- 8111 Ashlane Way, The Woodlands
- 607 Cheek Sparger Road, Colleyville
California · 1 listed address
- 315 Montgomery Street, San Francisco
Georgia · 1 listed address
- 2864 Johnson Ferry Road, Marietta
Oklahoma · 1 listed address
- 3324 French Park Drive, Edmund
Other business names
Titleist Asset Management has reported 14 other business names to the SEC.
- 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
Show all 14 names
- Vision Based Planning, LLC
- Xpo Capital, LLC
Contact and registration details
- Legal name
- Titleist Asset Management, LLC
- Headquarters
- 777 E. Sonterra BLVD., Suite 330, San Antonio, TX 78258
- Website
- tamgmt.com
- Phone
- 210-826-2424
- @titleistassetmanagement
- SEC file
- 801-126953
- Founded
- 2003
- Structure
- Texas LLC
- Fiscal year end
- December
Titleist Asset Management uses Charles Schwab ($995M, 39%), Raymond James ($794M, 31%) and Fidelity ($758M, 30%) as custodians for its separately managed accounts. Titleist Asset Management does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $794M31%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $995M39%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $758M30%
At year end, Titleist Asset Management’s separately managed accounts were mostly in funds (78%) and bonds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.49B across 412 positions; the largest are Tesla Inc. (4.7%), iShares TR (3.8%) and Nvidia Corporation (3.0%).
What the accounts hold
- Funds78%
- Bonds18%
- U.S. government and agency bonds15%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash4%
Reported 13F holdings
- $1.49B
- Reported 13F value
- 412
- Positions
- 27.7%
- In the 10 largest
- +12.2%
- Value vs. prior quarter
- Tesla Inc.4.7%
- iShares TR · 0-3 Mth Treasury3.8%
- Nvidia Corporation3.0%
- iShares TR · Core S&P Mcp ETF2.9%
- iShares TR · Russell 2000 ETF2.8%
- Berkshire Hathaway Inc. Del · CL B New2.4%
- State Str SPDR S&P 500 ETF T · TR Unit2.3%
- Vanguard World FD · Mega Cap Val ETF2.1%
- iShares TR · Rus Tp200 GR ETF1.9%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt1.8%
Together, the ten largest are 27.7% of reported value.
How many clients does Titleist Asset Management have?
Titleist Asset Management has 2,151 clients and manages $2.79 billion for them, as of September 2026. They include 1,157 high-net-worth individuals, 946 individual clients, and 48 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 September 2026
What services does Titleist Asset Management offer?
Titleist Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Titleist Asset Management charge?
Titleist Asset Management charges 1.00%–1.50% a year for its Investment Management. The fee is billed in arrears and is negotiable.
Source: TITLEIST ASSET MANAGEMENT, LLC ADV PART 2A, filed 18 September 2026
Which custodians does Titleist Asset Management use?
Titleist Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $995M, Raymond James & Associates, Inc. (St. Petersburg, FL), with $794M and Fidelity Brokerage Services LLC (Smithfield, RI), with $758M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 September 2026
How many financial advisors does Titleist Asset Management have?
Titleist Asset Management has 34 investment adviser representatives registered with state securities authorities, out of 41 employees, and 25 perform investment advisory functions. 26 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Titleist Asset Management invest in?
At the end of its last fiscal year, Titleist Asset Management’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 15% U.S. government and agency bonds, 4% cash and equivalents, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Titleist Asset Management?
Titleist Asset Management’s direct owners are Byron Fields (50% to 75%), Joe-Ben O'Banion (25% to 50%) and Russell King (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 September 2026
How does Titleist Asset Management get paid?
Titleist Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Titleist Asset Management registered with the SEC?
Yes, Titleist Asset Management has been registered with the SEC as an investment adviser since 25 November 2022. Its CRD number is 323567 and its SEC file number is 801-126953.
Source: Form ADV Part 1A, Item 1, filed 18 September 2026; IAPD firm record
How do I contact Titleist Asset Management?
Titleist Asset Management’s main office is at 777 E. Sonterra BLVD., Suite 330, San Antonio, TX 78258. Its phone number is 210-826-2424. Its website is tamgmt.com.