Randall
Fowler

Titleist Asset Management, LLC

CRD#2236061
Investment Advisor
in San Antonio, TX

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About this Advisor

Randall Fowler is a financial advisor based in San Antonio, Texas, working with Titleist Asset Management, LLC. Randall has previously held positions at Titleist Asset Management, LLC, The O.N. Equity Sales Company, Rademacher Financial, Inc, On Investment Management Co, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Non-Variable Insurance, and Titleist Capital, LLC. Randall has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Randall is part of Titleist Asset Management, LLC, which operates out of San Antonio, Texas. The firm has 10 offices and 27 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Titleist Asset Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

777 E. Sonterra Blvd., Suite 330
San Antonio, TX 78258

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Titleist Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,401,798,353

TX Average: $3,042,739,679
Total Number of Employees

27

TX Average: 49
Total Number of Accounts

4,430

TX Average: 2,315
Average Account Size

$316,433

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Randall Fowler Work History

2023 - Present (1 year)

Titleist Asset Management, LLC

2021 - Present (3 years)

Titleist Capital, LLC

2018 - Present (6 years)

Non-Variable Insurance

2018 - 2021 (3 years)

Rademacher Financial, Inc

2018 - 2021 (3 years)

Raymond James Financial Services, Inc

2018 - 2021 (3 years)

Raymond James Financial Services Advisors

2013 - 2018 (5 years)

On Investment Management Co

2003 - 2018 (15 years)

The O.N. Equity Sales Company

Disclosures

Please visit the SEC profile of Randall Fowler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Titleist Asset Management, LLC

Daniel Rascoe
Miami Beach, FL
Mark Koellner
Dallas, TX
Enrique Araiza
Houston, TX
Trenton Leffingwell
San Antonio, TX
Marc Marquez
San Antonio, TX
Francisco Espaillat
San Antonio, TX
Neil Kalb
San Antonio, TX
Alan Keppler
Greenville, SC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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