Katie Keppler

CFP

Titleist Asset Management, LLC

11 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

Easley, SC

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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

Katie is involved in broker-dealer operations through Titleist Capital, LLC, and investment advisory operations through Titleist Asset Management, LLC, both since February 2025. Both activities are investment-related.