Matthew Carter Nerz

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

• 06/2014 → 12/2017
  Kansas State University
  Manhattan, KS
• 01/2018 → 05/2019
  Abilene Christian University
  Abilene, TX
• 06/2019 → Present
  Guardian Life Insurance Company
  Houston, TX
• 08/2019 → 02/2026
  Park Avenue Securities
  Houston, TX
• 02/2026 → Present
  Titleist Asset Management Llc
  Houston, TX
• 02/2026 → Present
  Titleist Capital, Llc
  Houston, TX
• 03/2021 → Present
  The Xpo Partners, Llc
  Houston, TX

Previous Registrations

• 2020-01-13 → 2026-02-17
  Park Avenue Securities Llc
  Houston, TX
  Houston, TX
  Houston, TX

Other Businesses

THE XPO PARTNERS, LLC HOUSTON, TX ACCOUNTING & TAX MANAGING PARTNER SINCE 07/2021 NOT INVESTMENT RELATED XPO CAPITAL, LLC DBA FOR ADVISORY BUSINESS SINCE 05/2025 INVESTMENT RELATED TITLEIST CAPITAL, LLC BROKER DEALER REGISTERED REPRESENTATIVE SINCE 02/2026 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 02/2026 INVESTMENT RELATED GUARDIAN LIFE INSURANCE COMPANY INSURANCE LICENSED LIFE AND HEALTH

Exams

• S66 Uniform Combined State Law Examination
  2020-01-06

Designations

• Chartered Financial Analyst

Other Names

• Matthew C Nerz
• Matthew Carter Nerz