Titleist Asset Management

Titleist Asset Management

Larry D. Williams established Titleist Asset Management in 2003, building the practice in San Antonio without the footprint or publicity of the national wirehouses. The firm's origin reflects a post-dot-com wave of breakaway advisors who wanted to build planning-centric shops — a cohort that prioritized fiduciary rhythm over asset-gathering velocity. The portfolio approach is generalist by design, spanning equities, fixed income, and pooled vehicles alongside discrete financial-planning engagements. Titleist does not operate a proprietary fund family or vertical-specific strategy; instead, it constructs individualized allocations, often using third-party managers and model portfolios. The client roster includes high-net-worth individuals, families, and select organizations, all serviced from a single Texas location. No specialty alternatives platform or direct-deal capability is publicly visible. Team size and total regulatory assets are not disclosed. The firm maintains no additional offices, and no adjacent foundation, real-asset arm, or co-investment club appears in its organizational footprint. This is a tight, generalist advisory — the kind that competes on longevity and local relationships rather than institutional brand recognition. Titleist's structure — a single-office, planning-integrated RIA serving both private and small-institutional clients — differentiates it from the product-distribution machines that dominate the Texas wealth corridor. In an era of aggregator roll-ups and private-equity-backed platforms, a two-decade independent track is itself the structural differentiator. Governance remains with the founding principal; succession planning is not publicly articulated.