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J.B. O'Banion

Process driven planning and investments

Titleist Asset Management, Ltd.

San Antonio

TX

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Summitalliance Securities 2 years, 4 months Jan 2009 - May 2011
Financial Counseling Corporation 2 years, 4 months Aug 2006 - Dec 2008
Titleist Asset Management, Ltd 15 years, 11 months Jan 2003 - Present

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 2, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Dec. 3, 2018
    • $75.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 90
      number of clients
    • $833.3K
      Estimated Average Account Balance Per Client

Titleist Asset Management, Ltd.

Last updated on July 25, 2017
    • $280.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 760
      Accounts
    • $368.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions