Titleist Asset Management, LLC
● SEC registered since 2022CRD 323567SEC# 801-126953San Antonio, TX
Reg. AUM
$2.66B
Employees
41
Accounts
5,715
Location
San Antonio, TX
Titleist Asset Management, LLC assets under management
Titleist Asset Management, LLC is a registered investment adviser overseen by the SEC based in San Antonio, TX. The firm has been registered since 2022. It reports $2.7 billion in regulatory assets under management and employs 41 people.
Titleist Asset Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron Lucien Fields Control | Managing Partner | 50-75% | 2022 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2023 |
| Joe-Ben O'Banion Control | Managing Partner | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Titleist Asset Management, LLC manage?
Titleist Asset Management, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Titleist Asset Management, LLC have?
Titleist Asset Management, LLC reports 41 employees.
Where is Titleist Asset Management, LLC located?
Titleist Asset Management, LLC is based in San Antonio, TX and has been SEC-registered since 2022.
Does Titleist Asset Management, LLC disclose fund performance?
Titleist Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 |
| Phone | 210-826-2424 |
| Fax | 210-579-7177 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.66B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$2.66Bregulatory AUM
Discretionary $2.62BNon-discretionary $33.2M