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Joe-Ben O'banion

Titleist Asset Management, LLC
26 Years of Experience
San Antonio, TX
Broker
View SEC Summary
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Joe-Ben O'banion is a registered investment advisor at Titleist Asset Management, LLC, based in San Antonio, TX, with 26 years of industry experience. Joe-Ben 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

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

Joe-Ben is a managing partner at Titleist Asset Management, LTD (RIA) and Titleist Capital, LLC (broker-dealer) since 2003. He is also a managing partner at Titleist Asset Management, LLC (RIA) since 2023.

Employment History
Current Registrations
Titleist Asset Management, LLC
March 2023 - Present · 3 yrs 7 mos
Titleist Capital, LLCBroker
August 2003 - Present · 23 yrs 2 mos
Previous Registrations
Summitalliance Securities, L.L.C.Broker
January 2009 - August 2011 · 2 yrs 7 mos
Financial Counseling CorporationBroker
August 2006 - December 2008 · 2 yrs 4 mos
Titleist Capital, LLC
August 2003 - August 2023 · 20 yrs
Cybertrader, INC.Broker
March 2001 - April 2003 · 2 yrs 1 mo
Frost Brokerage Services, INC.Broker
September 1999 - July 2000 · 10 mos
Dean Witter Reynolds INC.Broker
January 1999 - September 2000 · 1 yr 8 mos
State Registrations5 states
AZINORTXWA
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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