TITAN RETIREMENT ADVISORS LLC
Adviser information for TITAN RETIREMENT ADVISORS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 306 | $360.0M |
| Non-Discretionary | 0 | $0 |
| Total | 306 | $360.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 94 | $40.0M |
| HNW Individuals | 34 | $75.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 141 | $185.0M |
| Charitable organizations | <5 | $15.0M |
| State or municipal gov entities | <5 | $15.0M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 22 | $30.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118730 |
|---|---|
| SEC ERA File Number | 801-118730 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166359 |
| Legal Entity Identifier | None |
Principal Office
5757 FLEWELLEN OAKS LNSTE 601
FULSHEAR
TX
United States
Monday - Friday, 9:00 TO 5:00
Tel: 713-239-2866, Fax: 713-583-9313
Websites
Chief Compliance Officer
JOSHUA COUGHRAN
FOUNDER & CHIEF EXECUTIVE OFFICER
5757 FLEWELLEN OAKS LN
STE 601
FULSHEAR
TX
United States
Tel:
713-239-2866
Fax:
713-583-9313
J***@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COUGHRAN, JOSHUA, JOHN | Individual | – | FOUNDER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | 10/2019 | > 75% |