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Titan Wealth Advisory
Titan Wealth Advisory was founded in 2014 by Clayton Gardner, who serves as CEO.
Titan Wealth Advisory
Titan Wealth Advisory was founded in 2014 by Clayton Gardner, who serves as CEO. The firm is registered as an independent RIA with the SEC, targeting high-net-worth individuals and family offices, though specific wealth-origin details for its client base are not publicly available. The firm's investment approach emphasizes a diversified asset allocation strategy, spanning equities, fixed income, and alternatives. Titan likely constructs portfolios using a mix of direct holdings and third-party managers, but no specific portfolio companies or co-investors are named in public records. The geographic focus is US-centric, with clients primarily based in the Northeast. Team size and additional office locations are not disclosed. No separate philanthropic vehicles or operating companies appear in public filings. The firm has not publicly announced any recent operational events in the last 24 months beyond standard SEC ADV updates. Titan's structural differentiator is its registered RIA status, which subjects it to fiduciary standards and SEC oversight, distinguishing it from unregistered family offices. However, its lack of public deal or AUM disclosures limits verifiable distinctiveness.
General information
Firm type
RIA
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Clayton Gardner
Co-Founder & CEO
Frequently asked questions
Who runs investment decisions at Titan Wealth Advisory?
Co-founder and CEO Clayton Gardner leads the firm. The firm has not publicly identified a separate CIO or investment committee. Investment decisions are made by Gardner and his advisory team in accordance with the firm's fiduciary duty as an RIA (per SEC ADV filing).
How does Titan Wealth Advisory source its deal flow?
As an RIA rather than a direct investment firm, Titan primarily sources investment opportunities through traditional asset allocation across publicly traded securities, mutual funds, and ETFs. The firm's deal flow for alternatives is not publicly documented.
Is Titan Wealth Advisory structured as a single family office or an RIA?
Titan is a registered investment advisory firm, not a single family office. It holds an SEC registration as an RIA and serves multiple clients, including family offices and individuals. This structure subjects the firm to regulatory oversight and fiduciary standards (per SEC ADV database).
Does Titan Wealth Advisory commit to funds or only direct deals?
The firm's investment approach is not publicly detailed. As an RIA, Titan likely uses a combination of third-party funds and direct holdings for client portfolios, but no specific fund commitments or direct deals have been disclosed in public records or SEC filings.
What minimum investment does Titan Wealth Advisory require?
The firm does not publicly disclose a minimum account size or net worth requirement for clients. Typical RIA minimums for high-net-worth services often range from $1M to $5M, but this has not been confirmed for Titan.
Where does the underlying wealth of Titan's clients come from?
Titan Wealth Advisory does not disclose the specific sources of wealth for its client base. The firm serves high-net-worth individuals and family offices, suggesting diverse origins including entrepreneurial, inherited, and professional wealth, but no details are publicly available.
What investment stages does Titan Wealth Advisory typically target?
Public filings and communications do not specify investment stages. As an RIA providing asset management, Titan likely focuses on liquid public markets rather than venture-stage or direct private equity investments. The firm has not disclosed any stage-specific mandates.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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