Titleist Asset Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

323567

SEC number

801-126953

Firm type

RIA

Assets under management

$2.7B as of Jun 30, 2026

Website

www.mosaicfinancialadvisers.com ↗

Phone

210-826-2424

Address

777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258

Advisors at this firm

39 in our index · page 1 of 1

• Christian Andrew AmsberryCRD 5350623 · San Francisco, CA
  IA RegisteredBroker
• William David AlfordCRD 5116565 · San Antonio, TX
  IA RegisteredRegistration inactive
• Srdjan BlumCRD 4688896 · Webster, TX
  IA RegisteredBroker
• Roy Bryan BlyCRD 7343941 · Greensboro, NC
  IA Registered
• Scott Lake BransonCRD 1985691 · Austin, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew Vanbibber BrawleyCRD 2844318 · Dripping Springs, TX
  IA RegisteredBroker
• Ann Beth BarhamCRD 7340659 · San Antonio, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Cameron Luke BlakeCRD 7622708 · San Antonio, TX
  IA Registered
• Justin Loyd BradyCRD 4796609 · Nacogdoches, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Frank Henry BullingerCRD 4376858 · Witchita Falls, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen James CoulterCRD 2907901 · Marietta, GA
  IA Registered
• Franck Paul CushnerCRD 2676976 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Carlos Giovanni CastorenaCRD 7238657 · San Antonio, TX
  IA Registered
• Lee M DanielsCRD 4781678 · Houston, TX
  IA RegisteredBroker
• Adam Mark EisenhauerCRD 3245990 · San Antonio, TX
  IA RegisteredBroker
• Camden Grey ElliottCRD 8146235 · The Woodlands, TX
  IA Registered
• Willis Augustus FawcettCRD 6738277 · Boerne, TX
  IA RegisteredBroker
• Byron Lucien FieldsCRD 4227890 · Austin, TX
  IA RegisteredBroker
• Russell Roy FranquesCRD 7444751 · Corus Christi, TX
  IA Registered
• Richard Michael JuddCRD 3142098 · Austin, TX
  IA Registered
• Penny Prewitt JonesCRD 6710152 · The Woodlands, TX
  IA Registered
• Neil Howard KalbCRD 2883701 · San Antonio, TX
  IA RegisteredBroker
• Russell Clark KingCRD 4601106 · Austin, TX
  IA RegisteredBroker
• Alan Christopher KepplerCRD 5766305 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Katie KepplerCRD 6158525 · Easley, SC
  IA RegisteredBroker
• Trenton LeffingwellCRD 7391849 · San Antonio, TX
  IA RegisteredBroker
• Christopher Jason MannCRD 2417287 · Chapel Hill, NC
  IA RegisteredBroker
• Marc Benedict MarquezCRD 4292304 · The Woodlands, TX
  IA RegisteredBroker
• Matthew Carter NerzCRD 7166704 · Houston, TX
  IA RegisteredBroker
• Chase Matthew O'banionCRD 7749030 · San Antonio, TX
  IA RegisteredBroker
• Joe-Ben O'banionCRD 3030302 · San Antonio, TX
  IA RegisteredBroker
• Katarina Gabriella PartalasCRD 7666592 · San Antonio, TX
  IA RegisteredBroker
• Christopher RawsonCRD 4463905 · The Woodlands, TX
  IA RegisteredBroker
• David Leo SmidebushCRD 7159671 · Mason, OH
  IA Registered
• Maria Adriana ValenciaCRD 4686452 · The Woodlands, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeromy Austin WhiteCRD 4703795 · Webster, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Rachel Irvin WhitwellCRD 5090494 · Austin, TX
  IA RegisteredBroker
• Justin Tyler WagnerCRD 6574332 · The Woodlands, TX
  IA RegisteredBroker
• Marc Allen YorkCRD 4375793 · San Antonio, TX
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.