Joe-ben O'banion

Titleist Asset Management, LLC

26 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Titleist Asset Management, LLC

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

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.

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 · 2 yrs 11 mos

Titleist Capital, LLCBroker

August 2003 - Present · 22 yrs 6 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 Registrations4 states

INORTXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.