Christopher Rawson

CFP

Titleist Asset Management, LLC

23 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Titleist Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

1,875 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

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

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Christopher owns rental real estate and spends minimal time on maintenance. He is also involved with Vision Bases Planning, LLC full-time, Candlelight Investment Partners, L.P., and is a registered representative with Titleist Capital, LLC and Titleist Asset Management, LLC.

Employment History

Current Registrations

Titleist Asset Management, LLC

March 2023 - Present · 2 yrs 11 mos

Titleist Capital, LLCBroker

July 2017 - Present · 8 yrs 7 mos

Previous Registrations

Titleist Capital, LLC

July 2017 - August 2023 · 6 yrs 1 mo

Investment Professionals, INC.Broker

October 2009 - July 2017 · 7 yrs 9 mos

Investment Professionals, INC.

October 2009 - July 2017 · 7 yrs 9 mos

Ameriprise Financial Services, INC.

January 2002 - October 2009 · 7 yrs 9 mos

Ameriprise Financial Services, INC.Broker

January 2002 - October 2009 · 7 yrs 9 mos

Ids Life Insurance CompanyBroker

January 2002 - July 2006 · 4 yrs 6 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.