CRD: 291148
Titan Investment Management LLC
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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
About Titan Investment Management LLC
Titan Investment Management is a fiduciary, CFA-led investment manager delivering customized portfolios for high-net-worth individuals, multigenerational families, and small-business 401(k) plans. The firm provides holistic investment solutions across taxable accounts, trusts, IRAs, and employer-sponsored plans, with clear fee and results analysis. Portfolios are built in-house (not mutual-fund based) using a three-tier process combining systematic screens, internal cash-flow work, and third-party research, with active risk management and tax harvesting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH LEE BLICKENSTAFF
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5348300
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ashton Beaver
Financial Advisor
- CRD
- #8212876
ETHAN CLAYCOMB
Advisor
- CRD
- #7578894
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,899,271 | $282,174 |
| Non-Discretionary | $2,033,498 | $290,500 |
| Total | $123,932,769 | $282,307 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | 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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