AB
AB

Andrew Vanbibber Brawley

28 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,875 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew owns Frozys Shaved Ice, LLC, dedicating a few hours per week, and Exclusive Benefit Consulting, LLC, where he passes expenses and taxes through. He also works as a teacher/educator at Veritas Academy and coaches girls soccer at Veritas Academy High School, and is a finance committee member at Bannockburn Church.

Employment History
Current Registrations
Titleist Asset Management, LLC
April 2023 - Present · 2 yrs 10 mos
Titleist Capital, LLCBroker
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Titleist Capital, LLC
September 2021 - August 2023 · 1 yr 11 mos
Rademacher Financial, INC.
May 2018 - June 2021 · 3 yrs 1 mo
Raymond James Financial Services Advisors, INC
January 2009 - September 2021 · 12 yrs 8 mos
Raymond James Financial Services
August 2006 - January 2009 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
August 2006 - September 2021 · 15 yrs 1 mo
Morgan Stanley
August 2000 - August 2006 · 6 yrs
Morgan Stanley Dw INC.Broker
June 2000 - August 2006 · 6 yrs 2 mos
Painewebber IncorporatedBroker
March 1998 - June 2000 · 2 yrs 3 mos
Van Kampen American Capital Distributors, INC.Broker
July 1997 - March 1998 · 8 mos
State Registrations5 states
CAFLILNCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.