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).

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.

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).

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.

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.

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.

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.