AB
AB

Ann Beth Barham

4 Years of Experience
3 DisclosuresBroker
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

116 Herff Rd 109, Boerne, TX, 78006

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2019
Final
Financial
May 2019
Final
Financial
May 2019
Final
Employment History
Current Registrations
Titleist Capital, LLC
October 2025 - Present · 4 mos
Titleist Asset Management, LLC
October 2025 - Present · 4 mos
Titleist Capital, LLCBroker
October 2025 - Present · 4 mos
Previous Registrations
Edward Jones
May 2021 - November 2025 · 4 yrs 6 mos
Edward JonesBroker
April 2021 - November 2025 · 4 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.