TITAN ADVISORS, LLC
C34
CRD 135805·SEC 801-65606·STAMFORD, CT
AUM
$1.53B
$1B+
Est. Revenue
$15.3M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$36.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $3.87B
'21 · $3.22B
'22 · $2.60B
'23 · $2.18B
'25 · $1.51B
'26 · $1.53B
'20'26
$3.87B → $1.53B▼ -60%
Operations
Advisory staff (5-yr trend)
'20 · 22 advisors
'21 · 20 advisors
'22 · 18 advisors
'23 · 19 advisors
'25 · 9 advisors
'26 · 10 advisors
'20'26
22 advisors → 10 advisors▼ -55%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Full
| Pershing | 6 |
| Raymond James | 6 |
| E*trade | 4 |
| Interactive Brokers | 3 |
| Northern Trust | 2 |
Edgar Addresses
Mailing
C/O TITAN ADVISORS, LLC750 WASHINGTON BLVD., FL 10STAMFORD, CT 06901
Business
C/O TITAN ADVISORS, LLC750 WASHINGTON BLVD., FL 10STAMFORD, CT 06901