Titan Investment Management LLC
SEC RegisteredINSTITUTIONAL PORTFOLIO MANAGEMENT. BUILT IN-HOUSE.
About the firm
Titan Investment Management was founded on the belief that investors deserve better, applying quantitative research and disciplined portfolio construction to deliver a more accountable investment approach. Titan portfolios are constructed through a proprietary Three-Tier Model designed to balance return, risk, and tax efficiency across market cycles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Institutional-grade portfolio management built in-house, combining quantitative screening with fundamental analysis to construct portfolios with a proprietary Three-Tier Model; also offers turnkey retirement solutions for small business 401(k) decision-makers.
Who they serve
Small Business 401(k) Decision-Makers, Multigenerational Families, and High Net Worth Individuals who demand transparency, accountability, and direct security selection.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,500,000 | 1.50% |
| $2,500,001 - $10,000,000 | 1.00% |
| $10,000,001 and up | 0.50% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Titan Investment Management LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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