Christopher Rawson

Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 07/2017
  Investment Professionals, Inc.
  Houston, TX
• 07/2017 → Present
  Titleist Capital, Llc
  Houston, TX
• 02/2023 → Present
  Titleist Asset Management, Llc
  Houston, TX

Previous Registrations

• 2009-10-09 → 2017-07-25
  Investment Professionals, Inc.
  San Antonio, TX
  Webster, TX
  Sugar Land, TX
  Houston, TX
  Houston, TX
  Woodville, TX
  Woodville, TX
• 2002-01-21 → 2009-10-13
  Ameriprise Financial Services, Llc
  The Woodlands, TX
  The Woodlands, TX

Other Businesses

Christopher Rawson | Investment Related | 616 E. 12th St., Houston, TX 77008 | Rental Real Estate | Home Owner | 2005 | Approximately 1 hour per month devoted to other business activity, none of which are during securities trading hours | Compensated | Contract Signatory Authority | Duties include fixing problems with the house when they arise. TENNIS EQUITIES-77 KENSICO DR MT KISCO NY 10549-FITNESS CLUB-SHAREHOLDER IN FAMILY BUS.-NOT INVESTMENT RELATED OR DURING WORKING HOURS. Vision Bases Planning, LLC; Investment Related; 3310 Katy Fwy., Ste. 340, Houston, TX 77007; Financial Planning; Start Date: 11/01/2015; 160 hours devoted to other business activity; 160 hours devoted to other business activity during securities trading hours; Compensated; Contractual & Banking/Checking Signatory Authority; Duties include acquiring & retaining Financial Planning clients. CANDLELIGHT INVESTMENT PARTNERS, L.P. | Investment Related | 5090 Richmond Ave., Ste 314, Houston, TX 77056 | Real Estate Portfolio | Investor | State Date: 9/01/2019 | Approximately 1 hour per month devoted to this activity, none of which are during securities trading hours | Compensated | No duties required. Saw Mill Sports Management Fitness Company Shareholder/Limited Partner Since 0/2003 Not Investment Related TITLEIST CAPITAL, LLC AUSTIN TX BROKER DEALER REGISTERED REPRESENTATIVE SINCE 07/2017 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC AUSTIN TX INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 02/2023 INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2002-01-18

Designations

• Certified Financial Planner