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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) |
|---|
| CIK | Period |
|---|---|
| 0002112547 0000899751 | |
| 0002112547/2026-03-31 | |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.6 | ||
| Microsoft Corp | 7.0 | ||
| Alphabet Inc | 6.2 | ||
| Facebook Inc | 5.1 | ||
| Denali Holding Inc | 5.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.1 | ||
| Jabil Circuit Inc | 3.8 | ||
| GS Acquisition Holdings Corp | 3.2 | ||
| Quanta Services Inc | 3.1 | ||
| Lockheed Martin Corp | 2.9 | ||
| McKesson Corp | 2.7 | ||
| Verisk Analytics Inc | 2.5 | ||
| Clorox Co /DE/ | 2.5 | ||
| Visa Inc | 2.3 | ||
| Morgan Stanley | 2.3 | ||
| Fifth Third Bancorp | 2.3 | ||
| UnitedHealth Group Inc | 2.2 | ||
| Tesla Motors Inc | 2.1 | ||
| PepsiCo Inc | 2.1 | ||
| Home Depot Inc | 2.1 | ||
| Philip Morris International Inc | 2.1 | ||
| Bristol Myers Squibb Co | 1.9 | ||
| Autozone Inc | 1.7 | ||
| Hershey Co | 1.7 | ||
| CBOE Holdings Inc | 1.6 | ||
| Verisign Inc/Ca | 1.5 | ||
| Idexx Laboratories Inc /DE | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JMH Wealth Management LLC
✚
|
NH | 0.1 |
|
Brooklawn Capital Advisors LLC
✚
|
NY | 0.1 |
|
Surience Private Wealth LLC
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WA | 0.1 |
|
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 |
|
Midwest Financial Associates Inc
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|
IL | 0.1 |
|
Agilis Investment Management LLC
✚
|
CT | 0.1 |
|
TQM Wealth Partners LLC
✚
|
MA | 0.1 |
|
Greenleaf Financial Network LLC
✚
|
0.1 |