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David Leo Smidebush

Titleist Asset Management, LLC

San Antonio, TX

Mason, OH

CRD 7159671

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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:

Current Employers
Titleist Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-04-20
  • TX RA
    APPROVED
    Since 2023-04-20

Branch Locations

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

Mason, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Titleist Asset Management Austin TX 02/2020 Present
Escort Radar / Cedar Electronics West Chester OH 10/2009 02/2020
Titleist Asset Management, Llc San Antonio TX 04/2023 Present
  • 02/2020 → Present
    Titleist Asset Management
    Austin, TX
  • 10/2009 → 02/2020
    Escort Radar / Cedar Electronics
    West Chester, OH
  • 04/2023 → Present
    Titleist Asset Management, Llc
    San Antonio, TX
Previous Registrations
  • 2021-03-05 → 2023-08-08
    Titleist Capital, Llc
    San Antonio, TX
    San Antonio, TX
    Mason, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-05
  • S65 Uniform Investment Adviser Law Examination
    2021-03-05
Other Names
  • Dave Smidebush

View on SEC IAPD

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