TITAN CAPITAL MANAGEMENT
TITAN MANAGERS, LLC Legal Name
Adviser information for TITAN CAPITAL MANAGEMENT last updated from Form ADV on March 29th, 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 | 3 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 347 | $100.9M |
Non-Discretionary | 0 | $0 |
Total | 347 | $100.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 95 | $40.1M |
HNW Individuals | 22 | $39.7M |
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 | <5 | $21.1M |
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 | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMFixed feesPerformance-based fees |
Principal Office
5272 SPICEWOOD LANEFRISCO
TX
United States
Monday - Friday, 8:00 A.M. - 4:00 P.M.
Tel: (209) 529-3089, Fax: (209) 529-3081
Chief Compliance Officer
ABE ASKIL, JR.
MANAGING MEMBER
2591 DALLAS PARKWAY
SUITE 300
FRISCO
TX
United States
Tel:
(209) 529-3089
Fax:
(209) 529-3081
I***@****************M
(Full email address available in API data)
Regulatory Contact
ARTHUR ASKIL
DIRECTOR OF WEALTH MANAGEMENT
3400 EAST AVENUE
TURLOCK
CA
United States
Tel:
(209) 529-3089
A*****@****************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 |
---|---|---|---|---|---|
ASKIL, ABE, NMN | Individual | – | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER | 10/2021 | > 75% |
BABAKHANI, SHERLI, NMN | Individual | – | MEMBER | 10/2021 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ISHARES TR | SHORT TREAS BD | 13M | 118K | – |
SPDR SER TR | BLOOMBERG 1-3 MO | 13M | 143K | – |
WISDOMTREE TR | FLOATNG RAT TREA | 12M | 246K | – |
INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | 13M | 119K | – |
ISHARES TR | 0-3 MNTH TREASRY | 13M | 125K | – |