Titania Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,167,726
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$1,167,726
About
Titania Investments LLC is a solo independent investment adviser managing discretionary portfolios with approximately $1.17 million in assets for a very small client base. The firm provides portfolio and wealth management for high‑net‑worth individuals and trusts and offers institutional consulting and pension plan governance services for corporations, endowments, foundations, and public or private pension plans.
The firm prepares client‑specific investment policy statements and uses a mix of qualitative and quantitative analysis (including fundamental, technical, and modern portfolio theory) to construct portfolios and guide trading. Depending on client mandates, TIL may implement derivatives and options strategies (including covered and uncovered options), short sales and margin, and it delegates personalized indexing execution through a sub‑advisory arrangement with Vanguard Personalized Indexing Management.
Despite its small scale (one advisor, roughly $1.17 million in AUM and a single reported client), the firm offers pension consulting and governance services — including monitoring for securities affected by class‑action litigation — a service set that is uncommon for firms of this size. The firm’s principal also maintains an outside finance and strategy consulting practice that provides interim C‑suite and board services to corporate clients, a disclosed affiliation relevant to potential conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Options & derivatives strategies
Concentrated stock management
Occupation focus
Executive
Founder/Business Owner
Fee options
Financial planning fixed fees range from $250 to $2,500 depending on complexity
$500,000 - $999,999: 0.75% $1,000,000+: 0.50%
$250 - $500 per hour depending on personnel staffed on the engagement
Main office location
Titania Investments LLC
The Woodlands TX, United States
Number of offices
1
Most active in
Titania Investments LLC has reported serving >5 clients in these states in the last 12 months.
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.
Forms ADV
Quick links
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