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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-25-2022
- Office Locations
- 21
Office Locations
About Titleist Asset Management, LLC
Titleist Asset Management (SEC-registered RIA, established 2003) supports independent advisors and direct clients—institutions, retail, charities, trusts and foundations—with fiduciary portfolio management, securities analysis, financial planning, institutional trading, and corporate retirement plan services. Its data-driven, style-agnostic approach blends active and passive investing with an emphasis on diversification, tax efficiency, transparency and low fees. Platform includes a broker-dealer affiliate, custody/clearing via Schwab and Fidelity, and the integrated TAM360 tech stack.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BYRON LUCIEN FIELDS
CO-CEO, Managing Partner
- CRD
- #4227890
- Ownership
- 50% but less than 75%
JOE-BEN O'BANION
CO-CEO, Managing Partner
- CRD
- #3030302
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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William David Alford
Investment Advisor
- CRD
- #5116565
Lisa Marie Alvarado
Private Client Advisor
- CRD
- #4019690
Showing 2 of 43 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,622,001,341 | $464,564 |
| Non-Discretionary | $33,188,890 | $467,449 |
| Total | $2,655,190,231 | $464,600 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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