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| Titan Investment Management LLC
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|---|---|
| CRD # | 291148 |
| SEC # | 801-135755 |
| CIK # | 0002112547, 0000899751 |
| AUM | $123.9 M (2026-03-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 765-418-8223 |
| Address | 8606 Allisonville Rd, Suite 260 Indianapolis, IN 46250 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 33.7 |
| (b) Individuals (high net worth individuals) | 73 | 85.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 6 | 4.7 |
| Total | 439 | 123.9 |
| By Discretionary | ||
| Discretionary | 432 | 121.9 |
| Non-Discretionary | 7 | 2.0 |
| Total | 439 | 123.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.9 | |
| Total | 439 | 123.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000899751] | |
| 10-Q | [0000899751] | |
| 3 | [0000899751] | |
| 4 | [0000899751] | |
| 5 | [0000899751] | |
| 8-K | [0000899751] | |
| D | [0000899751] | |
| SC 13D | [0000899751] | |
| SC 13G | [0000899751] | |
| 13F-HR | [0002112547] |
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|---|---|---|
|
JMH Wealth Management LLC
✚
|
NH | 0.1 |
|
Brooklawn Capital Advisors LLC
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NY | 0.1 |
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Surience Private Wealth LLC
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WA | 0.1 |
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Abridge Partners LLC
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0.1 | |
|
Meridian Asset Management LLC
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0.1 | |
|
Infinity 8 Investments LLC
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CA | 0.1 |
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Midwest Financial Associates Inc
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IL | 0.1 |
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Agilis Investment Management LLC
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CT | 0.1 |
|
TQM Wealth Partners LLC
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MA | 0.1 |
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Greenleaf Financial Network LLC
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0.1 |