TrueAdvisor
TrueAdvisor
CO
CO

Chase Matthew O'banion

Titleist Asset Management, LLC
1 Year of Experience
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

Location

One Destiny Way, Westlake, TX, 76262-8103

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Titleist Capital, LLCBroker
October 2025 - Present · 4 mos
Titleist Asset Management, LLC
October 2025 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - September 2025 · 6 mos
Fidelity Personal and Workplace Advisors
February 2025 - March 2025 · 1 mo
Fidelity Brokerage Services LLCBroker
January 2025 - September 2025 · 8 mos
Titleist Capital, LLCBroker
March 2024 - May 2024 · 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.