Investment adviser · CRD 166359
TITAN RETIREMENT ADVISORS LLC
Investment adviser filing (IA)
FULSHEAR, TX, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $531M Form ADV · Item 5.F
- Client accounts
- 425 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 139 | $190,000,000 | 35.8% |
| Individuals | 158 | $150,000,000 | 28.2% |
| High-net-worth individuals | 50 | $110,000,000 | 20.7% |
| Corporations & businesses | 28 | $40,000,000 | 7.5% |
| Charities | Fewer than 5 | $25,000,000 | 4.7% |
| Government entities | Fewer than 5 | $10,000,000 | 1.9% |
| Other investment advisers | Fewer than 5 | $6,000,000 | 1.1% |
Filing source
Form ADV 2068841 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5757 FLEWELLEN OAKS LN, STE 601FULSHEAR, TX, 77441, United States
CRD 166359
Filing source
Form ADV 2068841 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.