Data / Investment advisers / Indiana / Titan Investment Management LLC
Titan Investment Management LLC, Indianapolis, IN: $124 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Titan Investment Management LLC is an SEC registered investment adviser with its main office in Indianapolis, Indiana and reports $124 million in regulatory assets under management in its Form ADV filed March 3, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 291148
- SEC file number
- 801-135755
- SEC status
- Approved, effective April 2, 2026
- Main office
- 8606 Allisonville Rd., Suite #260, Indianapolis, IN 46250
- Phone
- (765) 418-8223
- Website
- titaninvestmentmgmt.com
- Regulatory AUM
- $123,932,769 in the Form ADV filed March 3, 2026
- Discretionary AUM
- $121,899,271
- Non discretionary AUM
- $2,033,498
- Accounts
- 439
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $85.6 million |
| Individuals (other than high net worth individuals) | 190 | $33.7 million |
Other advisers in Indianapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pile Wealth Management | Indianapolis | $188.7 million | Not listed | adviserinfo.sec.gov |
| Nearside Advisors, LLC | Indianapolis | $188.6 million | Not listed | adviserinfo.sec.gov |
| Werner Financial | Indianapolis | $152.4 million | Not listed | adviserinfo.sec.gov |
| MFG Wealth Management, Inc. | Indianapolis | $146 million | Not listed | adviserinfo.sec.gov |
| Core Wealth Advisors | Indianapolis | $143.8 million | Not listed | adviserinfo.sec.gov |
| Fnex Wealth, LLC | Indianapolis | $122.3 million | Not listed | adviserinfo.sec.gov |
| Precedent Financial Strategies | Indianapolis | $111.5 million | Not listed | adviserinfo.sec.gov |
| CFG Wealth Management Services Inc | Indianapolis | $110.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indianapolis, IN
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Titan Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.