TITANIUM ADVISORS, LLC
Adviser information for TITANIUM ADVISORS, LLC last updated from Form ADV on February 8th, 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 | Massachusetts, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 248 | $137.9M |
| Non-Discretionary | 0 | $0 |
| Total | 248 | $137.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 12 | $8.3M |
| HNW Individuals | 37 | $129.6M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-123566 |
|---|---|
| SEC ERA File Number | 801-123566 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153943 |
| Legal Entity Identifier | None |
Principal Office
9 SUMMER STREETSUITE 303
FRANKLIN
MA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 508-528-3120, Fax: 508-297-8555
Websites
Chief Compliance Officer
KEVIN NULTON
PRINCIPAL
9 SUMMER STREET
SUITE 303
FRANKLIN
MA
United States
Tel:
508-528-3120
Fax:
508-297-8555
K******@*******************M
(Full email address available in API data)
Regulatory Contact
TINA PETRUZZIELLO
COMPLIANCE CONSULTANT
1309 BEACON STREET
SUITE 300
BROOKLINE
MA
United States
Tel:
16172019471
T***@**********************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 |
|---|---|---|---|---|---|
| NULTON, KEVIN, LEE | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 04/2010 | > 75% |