David Leo Smidebush

Titleist Asset Management, LLC

4 Years of Experience

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.

Employment History

Current Registrations

Titleist Asset Management, LLC

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

Titleist Capital, LLC

March 2021 - August 2023 · 2 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.