Titleist Advisor Network

Operations is the cornerstone of our value proposition for Advisors. We have put an immense amount of resources into our operations team. It is not sexy, but it separates us from our competitors. ➡️ Neil Kalb leads our Client Services Team and is a Partner at our firm. ➡️ Dave Smidebush joined us as our COO five years ago and he brought three decades of Fortune 100 operational experience to institualize our processes. Listen to Co-founder J.B. O'Banion explain our approach to Operations and Compliance as well as the depth of our team in this clip from his interview on Resilient Advisor's RIA Stories. ➡️ Learn more about finding your freedom by visiting Titleist Advisor Network: https://lnkd.in/eMKShq9B Byron Fields Dave Smidebush Cam Blake Ana Sanchez Katarina Partalas Jay Coulter, CFP®, CIMA® Gery Sadzewicz Gery Sadzewicz Consulting, LLC #RIA #TransitiontoRIA

Transition support is an important part of the decision process any advisor needs to make prior to a move. Listen to Co-founder J.B. O'Banion explain our process and the depth of our team in this clip from his interview on Resilient Advisor's RIA Stories. ➡️ Learn more about finding your freedom by visiting Titleist Advisor Network: https://lnkd.in/eKCuq9RJ Byron Fields Neil Kalb Dave Smidebush Cam Blake Ana Sanchez Katarina Partalas #RIA #TransitiontoRIA

On this episode of RIA Stories, our co-founder J.B. O'Banion had the opportunity to tell the story about Titleist Asset Management, LLC. to Jay Coulter, CFP®, CIMA® with Resilient Advisor.

Titleist Asset Management Surpasses $2 Billion in Assets Under Management! Titleist Asset Management LLC. (TAM), a leading Registered Investment Advisor (RIA), has surpassed $2 billion in assets under management (AUM). Founded in 2003 by Byron Fields and Joe-Ben O’Banion, TAM has seen consistent, organic growth—rising from a startup without any existing clients to an industry leader in just over two decades. TAM has dual headquarters in Austin/San Antonio; and offices throughout Texas, Oklahoma, South Carolina, North Carolina, California and Florida. Ranked by Financial Advisor magazine as the fastest-growing RIA firm in Texas for 2024, TAM is recognized as the 22nd fastest-growing firm in the U.S. among firms with at least $500 million in AUM. Achieving a 46% AUM growth from 2023 to 2024, TAM stands out for its dedication to organic growth, relying on the strength of its service and expertise rather than acquisition. Congratulations to all of our advisor-partners and dedicated team members for passing this big milestone. https://lnkd.in/gUKDwADH Byron Fields J.B. O'Banion Dave Smidebush Neil Kalb Kam Kronenberg Rusty King Ana Sanchez Cam Blake Katarina Partalas Hayden Brown Jay Coulter, CFP®, CIMA® #InvestmentAdvisor #RIAGrowth #RIA #findyourfreedom

Press Release: Titleist Asset Management Surpasses $2 Billion in Assets Under Management! Congratulations to all of our advisor-partners and dedicated team members for passing this big milestone. https://lnkd.in/gMZU_WR9 Titleist Asset Management LLC. (TAM), a leading Registered Investment Advisor (RIA), has surpassed $2 billion in assets under management (AUM). Founded in 2003 by Byron Fields and Joe-Ben O’Banion, TAM has seen consistent, organic growth—rising from a startup without any existing clients to an industry leader in just over two decades. TAM has dual headquarters in Austin/San Antonio; and offices throughout Texas, Oklahoma, South Carolina, North Carolina, California and Florida. Ranked by Financial Advisor magazine as the fastest-growing RIA firm in Texas for 2024, TAM is recognized as the 22nd fastest-growing firm in the U.S. among firms with at least $500 million in AUM. Achieving a 46% AUM growth from 2023 to 2024, TAM stands out for its dedication to organic growth, relying on the strength of its service and expertise rather than acquisition. J.B. O'Banion Byron Fields Dave SmidebushNeil Kalb Kam Kronenberg Rusty King Ana Sanchez Cam Blake Katarina Partalas Hayden Brown Jay Coulter, CFP®, CIMA® Titleist Asset Management, LLC. Resilient Advisor #InvestmentAdvisor #RIAGrowth #RIA #findyourfreedom

On this episode of RIA Stories, our co-founder J.B. O'Banion had the opportunity to tell the story about Titleist Asset Management, LLC. to Jay Coulter, CFP®, CIMA® with Resilient Advisor.

I am excited to announce the launch of Brady Wealth Management! My partners Raymond James & Titleist Asset Management, LLC. are world-class organizations. Please come by and visit us! ➡ Address: 818 North University Dr, Suite 104 Nacogdoches, TX 75961 ➡ Phone: 936-340-3500  ➡ Website: https://lnkd.in/gTPu4e3P Huge thanks to J.B. O'Banion Neil Kalb Dave Smidebush Byron Fields Jay Coulter, CFP®, CIMA®

We are excited to announce that Chris Mann has joined Titleist Asset Management as an investment advisor. Chris is a Certified Financial Planner who has worked in the financial services industry for over 30 years to serve clients with their wealth management and retirement planning needs. Welcome to the team! https://lnkd.in/gzDQhKW8.