Titleist Asset Management, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 323567
· SEC file 801-126953
· San Antonio, TX
· www.highpoint-wealth.com
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ADV data as of Jul 16, 2026
- Regulatory AUM
- $2.7B
- Discretionary
- $2.6B
- Clients
- 1,947
- Avg AUM / client
- $1.4M
- Accounts
- 5,715
- Employees
- 41
AUM over time
$0
$2.7B
Oct 2022
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 857 | $1.1B | 42.3% |
| High net worth individuals | 1,048 | $1.4B | 51.7% |
| Corporations and other businesses | 42 | $157M | 5.92% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Freedom Solar 401(k) Savings Plan Freedom Solar, Llc | 2024 | |
| Staccato 2011 401(k) Plan Staccato 2011, Llc | Florence, TX | 2024 |
People (43)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Byron Lucien Fields | Managing Partner | Aug 2022 (4y) | 50% – 75% | |
| Joe Ben O'banion | Managing Partner | Aug 2022 (4y) | 25% – 50% | |
| Neil Howard Kalb | Partner | Aug 2022 (4y) | Less than 5% | |
| Russell Clark King | Partner | Aug 2022 (4y) | 5% – 10% | |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Christopher Rawson | Registered representative | CFP | Mar 2023 (3y) | |
| Maria Adriana Valencia | Registered representative | Mar 2023 (3y) | ||
| Scott Lake Branson | Registered representative | Apr 2023 (3y) | ||
| Andrew Vanbibber Brawley | Registered representative | Apr 2023 (3y) | ||
| Jeromy Austin White | Registered representative | Apr 2023 (3y) | ||
| Randall Wayne Fowler | Registered representative | Apr 2023 (3y) | ||
| Richard Michael Judd | Registered representative | CFP Chartered Financial Consultant | Apr 2023 (3y) | |
| Srdjan Blum | Registered representative | CFP | Apr 2023 (3y) | |
| Alan Christopher Keppler | Registered representative | Apr 2023 (3y) | ||
| Willis Augustus Fawcett | Registered representative | Apr 2023 (3y) | ||
| David Leo Smidebush | Registered representative | Apr 2023 (3y) | ||
| Franck Paul Cushner | Registered representative | CFP | May 2023 (3y) | |
| Marc Benedict Marquez | Registered representative | Aug 2023 (3y) | ||
| Daniel Gray Rascoe | Registered representative | Nov 2023 (3y) | ||
| Christopher Jason Mann | Registered representative | CFP | Jan 2024 (3y) | |
| Marc Allen York | Registered representative | Feb 2024 (2y) | ||
| Justin Loyd Brady | Registered representative | Feb 2024 (2y) | ||
| Trenton Leffingwell | Registered representative | May 2024 (2y) | ||
| Roy Bryan Bly | Registered representative | CFP | Sep 2024 (2y) | |
| Katarina Gabriella Partalas | Registered representative | Sep 2024 (2y) | ||
| Christian Andrew Amsberry | Registered representative | Oct 2024 (2y) | ||
| Russell Roy Franques | Registered representative | Dec 2024 (2y) | ||
| Rachel Irvin Whitwell | Registered representative | Jan 2025 (2y) | ||
| Cameron Luke Blake | Registered representative | Feb 2025 (1y) | ||
| Katie Keppler | Registered representative | CFP | Feb 2025 (1y) | |
| Carlos Giovanni Castorena | Registered representative | Aug 2025 (1y) | ||
| Stephen James Coulter | Registered representative | CFP | Aug 2025 (1y) | |
| Penny Prewitt Jones | Registered representative | CFP | Sep 2025 (1y) | |
| Camden Grey Elliott | Registered representative | Sep 2025 (1y) | ||
| Chase Matthew O'banion | Registered representative | Oct 2025 (1y) | ||
| Frank Henry Bullinger | Registered representative | Oct 2025 (1y) | ||
| Ann Beth Barham | Registered representative | Oct 2025 (1y) | ||
| Adam Mark Eisenhauer | Registered representative | Nov 2025 (1y) | ||
| Lee M Daniels | Registered representative | CFP | Feb 2026 (0y) | |
| Matthew Carter Nerz | Registered representative | CFA | Feb 2026 (0y) | |
| Andrew Charles Gularte | Registered representative | CFA | Feb 2026 (0y) | |
| William David Alford | Registered representative | May 2026 (0y) | ||
| Justin Tyler Wagner | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Freedom Solar 401(k) Savings Plan | Freedom Solar, Llc | 409 | $9.5M | 01/01/2024 |
| Staccato 2011 401(k) Plan | Staccato 2011, Llc | 294 | $5.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $853M (32% of AUM) Jul 2026
- Fidelity Brokerage Services $837M (32% of AUM) Jul 2026
- Raymond James $729M (27% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗