Unclaimed Profile

Russell Clark King

TITLEIST ASSET MANAGEMENT, LLC·SAN ANTONIO, Texas

SIE, Series 3, Series 7, Series 31, Series 66, Series 99TOClean record23 years registeredTITLEIST ASSET MANAGEMENT, LLC

777 E. SONTERRA BLVD., SUITE 330, SAN ANTONIO, TX 78258CRD# 4601106Firm CRD# 323567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Russell Clark King · SAN ANTONIO, TX

Registration

CRD #4601106 · TITLEIST ASSET MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

TITLEIST ASSET MANAGEMENT, LLC

Apr 2023 – present

TITLEIST CAPITAL, LLC

Dec 2007 – Aug 2023

SAN ANTONIO, TX

MORGAN STANLEY

May 2004 – Aug 2006

AUSTIN, TX

A. G. EDWARDS & SONS, INC.

Jan 2003 – Jun 2004

GEORGETOWN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 31

Series 66

Series 99TO

Registration record

First registered · January 17, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TITLEIST ASSET MANAGEMENT, LLC

CRD 323567 · SEC 801-126953

AUM

$2.0B

Regulatory assets under management

Employees

4,687 client accounts

Services offered by TITLEIST ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TITLEIST ASSET MANAGEMENT, LLC →

Introduction

Speak with Russell

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Russell is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN ANTONIO?

Browse all registered financial advisors in SAN ANTONIO, Texas or claim this profile if it's yours.

Browse SAN ANTONIO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Russell Clark King offer?

Russell Clark King specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Russell Clark King's credentials?

Russell Clark King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Russell Clark King located?

Russell Clark King is based in SAN ANTONIO, Texas, working with TITLEIST ASSET MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Russell Clark King charge for services?

Russell Clark King's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TITLEIST ASSET MANAGEMENT, LLC?

TITLEIST ASSET MANAGEMENT, LLC has approximately 27 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →