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Byron Lucien Fields

25 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

Byron is a limited partner in Palmetto Holdings, a holding company for a building, spending minimal time on this. He is also a member of the General Partner to Shorebird Capital, LP and Portfolio Manager to the fund, dedicating a significant amount of time to this investment-related activity, as well as a Managing Partner at Titleisit Capital, LLC and Titleist Asset Management, LLC.

Employment History
Current Registrations
Titleist Asset Management, LLC
April 2023 - Present · 2 yrs 10 mos
Shorebird Capital, LP
March 2022 - Present · 3 yrs 11 mos
Titleist Capital, LLCBroker
August 2003 - Present · 22 yrs 6 mos
Previous Registrations
Shorebird Capital, LP
November 2016 - December 2021 · 5 yrs 1 mo
Summitalliance Securities, L.L.C.Broker
January 2009 - January 2012 · 3 yrs
Financial Counseling CorporationBroker
August 2006 - December 2008 · 2 yrs 4 mos
Titleist Capital, LLC
July 2003 - August 2023 · 20 yrs 1 mo
Cybertrader, INC.Broker
November 2000 - April 2003 · 2 yrs 5 mos
American Express Financial Advisors INC.Broker
July 2000 - October 2000 · 3 mos
Ids Life Insurance CompanyBroker
July 2000 - October 2000 · 3 mos
State Registrations2 states
ARTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.