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AB
AB
Ann Beth Barham
Titleist Asset Management, LLC
4 Years of Experience
3 Disclosures
Broker
View SEC Summary
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
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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
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Titleist Capital, LLC
October 2025 - Present · 4 mos
Titleist Asset Management, LLC
October 2025 - Present · 4 mos
Titleist Capital, LLC
Broker
October 2025 - Present · 4 mos
Previous Registrations
Edward Jones
May 2021 - November 2025 · 4 yrs 6 mos
Edward Jones
Broker
April 2021 - November 2025 · 4 yrs 7 mos
State Registrations
1 state
TX
Advisor
Broker
Both
Exams
No exam information available for this advisor.