Titan Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$119,277,853
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
263
28% high-net worth
Advisors
4
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
66
HighAverage account size
$453,528
About
Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients and also serves institutional accounts such as pension and profit‑sharing plans, business accounts, 401(k)s, IRAs, and donor-advised funds. The firm also offers pension consulting and advises participants using self-directed brokerage accounts (PCRA), delivering ongoing investment management and account monitoring.
Titan customizes an Investment Policy Statement for each client and typically operates with delegated trading authority, using model allocations where appropriate. Its investment process combines multiple analysis methods — including fundamental, quantitative, technical/charting, and modern portfolio theory — and employs strategies ranging from long-term equity investing to options trading and portfolio rebalancing.
Notably, Titan manages pooled vehicles and provides pension consulting and PCRA services, a capability that is less common among similar-sized team firms. The firm also works with a broad set of investment types — from REITs and ETFs to private placements and venture capital funds — has disclosed a transition to federal (SEC) registration as assets grew, and includes explicit disclosures about its use of AI tools in client service.
Client services
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Real estate investing
Annuities
Fee options
$0 - $2,500,000: 1.50% $2,500,001 - $10,000,000: 1.00% $10,000,001+: 0.50%
Main office location
Titan Investment Management LLC
8606 Allisonville Rd., Suite #260
Indianapolis IN 46250, United States
Number of offices
1
Most active in
Titan Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Indiana · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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