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Scott Branson

Titleist Asset Management, LLC
36 Years of Experience
Austin, TX
1 DisclosureBroker
View SEC Summary
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Scott Branson is a registered investment advisor at Titleist Asset Management, LLC, based in Austin, TX, with 36 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 2,151 clients with $2.8B in assets under management.

Titleist Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable at the firm's discretion based on total assets under management, except for a mandatory 0.15% model manager fee if Shorebird Capital models are used.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2301 S Capital of Texas Hwy, Suite J-101, Austin, TX, 78746

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2021
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Scott has a one-third ownership in Promised Land Farm since 1974, spending minimal time on activities such as executing contracts and collecting crop proceeds. He is also a registered representative with Titleist Capital, LLC since 2021 and an investment adviser representative with Titleist Asset Management, LLC since 2023.

Employment History
Current Registrations
Titleist Asset Management, LLC
April 2023 - Present · 3 yrs 6 mos
Titleist Capital, LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Titleist Capital, LLC
July 2021 - August 2023 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2016 - April 2021 · 5 yrs
Wells Fargo Clearing Services, LLC
April 2016 - April 2021 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1989 - April 2016 · 26 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - April 2016 · 26 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Scott Branson - Financial Advisor | TrueAdvisor