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TITAN

NEW YORK, NY · CRD 290111 · IAPD ↗ · 973-490-4042

$1.08BRegulatory AUM
10Advisory reps
33Employees
0Clients
0Planning clients
0Private funds
53States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — TITAN grew from 5 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
April 2026 — TITAN now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
55
April 2025 — TITAN shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2025 — TITAN crossed $1B in regulatory AUM ($882.0M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
61
April 2024 — TITAN reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — TITAN reported RAUM up 61% ($548.8M -> $882.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.