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

Identifiers

SEC RIA File Number 801-123690
SEC ERA File Number 801-123690
SEC CIK Numbers 1526246
SEC CRD Numbers 319447
Legal Entity Identifier None

Principal Office

5272 SPICEWOOD LANE
FRISCO
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
(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
(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

105020222023202420253 on 3/11/20223 on 4/28/20223 on 8/31/20223 on 3/17/20233 on 3/29/20243 on 3/29/2024

RAUM, Historic

200M100M02022202320242025121011212 on 3/11/2022121011212 on 4/28/2022121011212 on 8/31/2022106448956 on 3/17/2023100909838 on 3/29/2024100909838 on 3/29/2024

No. Clients, Historic

20010002022202320242025139 on 3/11/2022139 on 4/28/2022139 on 8/31/2022121 on 3/17/2023117 on 3/29/2024117 on 3/29/2024

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