TITLEIST CAPITAL, LLC
CRD #126136 SEC #801-80959 SAN ANTONIO, TX 210.826.2424
SEC Registered Broker-Dealer
Total AUM
--
Discretionary
--
Employees
32
Clients
51
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $1B | $1B | $0 | 32 | 0 |
| Dec 2022 | $1B | $1B | $0 | 32 | 0 |
| Nov 2022 | $1B | $1B | $0 | 32 | 0 |
| Aug 2022 | $1B | $1B | $0 | 32 | 0 |
| Jul 2022 | $1B | $1B | $0 | 32 | 0 |
| May 2022 | $1B | $1B | $0 | 32 | 0 |
| Mar 2022 | $1B | $1B | $0 | 32 | 0 |
| Jan 2022 | $1.1B | $963.8M | $95.3M | 27 | 0 |
| Oct 2021 | $1.1B | $963.8M | $95.3M | 27 | 0 |
| Oct 2021 | $1.1B | $963.8M | $95.3M | 27 | 0 |
| Sep 2021 | $1.1B | $963.8M | $95.3M | 27 | 0 |
| Jul 2021 | $918.2M | $836.3M | $81.9M | 27 | 0 |
| Jun 2021 | $831.2M | $757M | $74.2M | 27 | 0 |
| Apr 2021 | $831.2M | $757M | $74.2M | 27 | 0 |
| Jan 2021 | $831.2M | $757M | $74.2M | 27 | 0 |
| Jul 2020 | $575.1M | $543.7M | $31.3M | 28 | 1,477 |
| Jun 2020 | $575.1M | $543.7M | $31.3M | 27 | 1,477 |
| Jun 2020 | $537M | $505.7M | $31.3M | 27 | 1,477 |
| May 2020 | $537M | $505.7M | $31.3M | 27 | 1,477 |
| Sep 2019 | $339.9M | $339.9M | $0 | 29 | 1,477 |
| Aug 2019 | $339.9M | $339.9M | $0 | 29 | 1,477 |
| Jul 2019 | $333M | $333M | $0 | 29 | 1,477 |
| Apr 2019 | $308.3M | $308.3M | $0 | 32 | 1,367 |
| Mar 2019 | $308.3M | $308.3M | $0 | 32 | 1,367 |
| Mar 2019 | $332.7M | $332.7M | $0 | 32 | 993 |
| Jan 2019 | $332.7M | $332.7M | $0 | 32 | 993 |
| Jan 2019 | $332.7M | $332.7M | $0 | 32 | 993 |
| Apr 2018 | $332.7M | $332.7M | $0 | 32 | 993 |
| Mar 2018 | $332.7M | $332.7M | $0 | 32 | 993 |
| Mar 2018 | $315M | $315M | $0 | 25 | 955 |
| Jul 2017 | $280M | $280M | $0 | 25 | 600 |
| Jun 2017 | $280M | $280M | $0 | 25 | 600 |
| Mar 2017 | $280M | $280M | $0 | 25 | 600 |
| Mar 2016 | $225M | $225M | $0 | 27 | 500 |
| Mar 2016 | $225M | $225M | $0 | 27 | 500 |
| Nov 2015 | $210M | $210M | $0 | 25 | 400 |
| Oct 2015 | $210M | $210M | $0 | 25 | 400 |
| Oct 2015 | $210M | $210M | $0 | 25 | 400 |
| Mar 2015 | $210M | $210M | $0 | 25 | 400 |
| Mar 2015 | $204.1M | $204.1M | $0 | 8 | 400 |
| Feb 2015 | $204.1M | $204.1M | $0 | 8 | 400 |
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients0
DateDec 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients0
DateNov 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients0
DateAug 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients0
DateJul 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients0
DateMay 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees32
Clients0
DateJan 2022
Total AUM$1.1B
Discretionary$963.8M
Non-Disc.$95.3M
Employees27
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$963.8M
Non-Disc.$95.3M
Employees27
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$963.8M
Non-Disc.$95.3M
Employees27
Clients0
DateSep 2021
Total AUM$1.1B
Discretionary$963.8M
Non-Disc.$95.3M
Employees27
Clients0
DateJul 2021
Total AUM$918.2M
Discretionary$836.3M
Non-Disc.$81.9M
Employees27
Clients0
DateJun 2021
Total AUM$831.2M
Discretionary$757M
Non-Disc.$74.2M
Employees27
Clients0
DateApr 2021
Total AUM$831.2M
Discretionary$757M
Non-Disc.$74.2M
Employees27
Clients0
DateJan 2021
Total AUM$831.2M
Discretionary$757M
Non-Disc.$74.2M
Employees27
Clients0
DateJul 2020
Total AUM$575.1M
Discretionary$543.7M
Non-Disc.$31.3M
Employees28
Clients1,477
DateJun 2020
Total AUM$575.1M
Discretionary$543.7M
Non-Disc.$31.3M
Employees27
Clients1,477
DateJun 2020
Total AUM$537M
Discretionary$505.7M
Non-Disc.$31.3M
Employees27
Clients1,477
DateMay 2020
Total AUM$537M
Discretionary$505.7M
Non-Disc.$31.3M
Employees27
Clients1,477
DateSep 2019
Total AUM$339.9M
Discretionary$339.9M
Non-Disc.$0
Employees29
Clients1,477
DateAug 2019
Total AUM$339.9M
Discretionary$339.9M
Non-Disc.$0
Employees29
Clients1,477
DateJul 2019
Total AUM$333M
Discretionary$333M
Non-Disc.$0
Employees29
Clients1,477
DateApr 2019
Total AUM$308.3M
Discretionary$308.3M
Non-Disc.$0
Employees32
Clients1,367
DateMar 2019
Total AUM$308.3M
Discretionary$308.3M
Non-Disc.$0
Employees32
Clients1,367
DateMar 2019
Total AUM$332.7M
Discretionary$332.7M
Non-Disc.$0
Employees32
Clients993
DateJan 2019
Total AUM$332.7M
Discretionary$332.7M
Non-Disc.$0
Employees32
Clients993
DateJan 2019
Total AUM$332.7M
Discretionary$332.7M
Non-Disc.$0
Employees32
Clients993
DateApr 2018
Total AUM$332.7M
Discretionary$332.7M
Non-Disc.$0
Employees32
Clients993
DateMar 2018
Total AUM$332.7M
Discretionary$332.7M
Non-Disc.$0
Employees32
Clients993
DateMar 2018
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees25
Clients955
DateJul 2017
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees25
Clients600
DateJun 2017
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees25
Clients600
DateMar 2017
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees25
Clients600
DateMar 2016
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees27
Clients500
DateMar 2016
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees27
Clients500
DateNov 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees25
Clients400
DateOct 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees25
Clients400
DateOct 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees25
Clients400
DateMar 2015
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees25
Clients400
DateMar 2015
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees8
Clients400
DateFeb 2015
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees8
Clients400