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- Custodian
- Apex ยท BNY Mellon
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2017
- Office Locations
- 3
Office Locations
About Titan
Titan is an SEC-registered, app-based wealth advisor serving U.S. investors, with a dedicated wealth team and planning support from RSU/concentrated stock management to retirement planning. Portfolios include proprietary actively managed equity strategies (large-cap growth, small/mid-cap growth, and international growth) plus a cash offering that allocates to treasury money market funds. All-in advisory fee is 0.40% with a $500 minimum; brokerage via Apex Clearing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Sara Egide
Chief Compliance Officer, Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
CLAYTON GARDNER
CO-CEO, Co-founder, Founder
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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AAHANA CHATTERJEE
Vice President, Wealth Advisor
- CRD
- #7134148
Nicholas Coke
--
- CRD
- #7802172
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,081,917,208 | $21,360 |
| Non-Discretionary | $0 | -- |
| Total | $1,081,917,208 | $21,360 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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