Stephen James Coulter Jr.
Investment Adviser Representative at Titleist Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephen James Coulter Jr. is an investment adviser representative with Titleist Asset Management, LLC in Marietta, GA, where they have been registered since 2025. They have worked in the securities industry since 2006 and have been registered with 7 firms, including Hamilton Investment Counsel, LLC and Guggenheim Investments. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pinger SystemsJul 2017 – no end date reportedAtlanta, GA
- Resiliant AdvisorMay 2016 – no end date reportedMarietta, GA
- Hamilton Investment Cousel, LLCSep 2017 – Jul 2019Atlanta, GA
- Resilient Wealth, LLCJul 2019 – no end date reportedMarietta, GA
- Titleist Asset Management, LLCJul 2025 – no end date reportedMarietta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Titleist Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $1,000,0001.50%
- $1,000,001 – $3,000,0001.25%
- $3,000,001 or greater1.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal services including financial planning, income generation, retirement planning, investment management, tax-efficient investing, tax returns, tax savings review, life insurance, and estate planning; business services including bookkeeping, corporate retirement plans, business tax returns, payroll, group benefits, and business succession planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 41
- Offices listed on AdvisorFinder:
- 11
- Main office:
- San Antonio, TX
- SEC file number:
- 801-126953
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at Titleist Asset Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen James Coulter Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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