# Titleist Asset Management

Titleist Asset Management is an Asset Manager based in San Antonio, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, TX, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** tamgmt.com
- **LinkedIn:** https://www.linkedin.com/company/titleistassetmanagement

## Regulatory record

- **CRD number:** 323567
- **SEC file number:** 801-126953
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323567

## About

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.

## Questions

### Does Titleist Asset Management manage proprietary funds or act as a gatekeeper?

Titleist does not appear to sponsor its own mutual funds, ETFs, or commingled vehicles. The firm constructs client portfolios using individual securities and third-party managed products typical of an independent RIA. Its filings do not list any affiliated fund family or private-placement structure (per SEC records).

### What types of clients does Titleist Asset Management serve?

The firm advises high-net-worth individuals, families, and small organizations, combining discretionary investment management with financial and retirement planning. This dual focus — wealth management plus planning — positions Titleist as a generalist shop for clients who want integrated advice from a single Texas-based advisor.

### What is Titleist Asset Management's known posture on alternatives and private markets?

No alternatives platform, real-estate investment arm, or private-market fund access is publicly associated with the firm. Titleist's regulatory filings and public presence suggest a traditional long-only public-market orientation, with planning services filling the non-investment advisory component.

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Last updated: 2026-06-03T20:00:00.000Z

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