Richard Michael Judd

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

• 01/2015 → Present
  Titleist Capital, Llc
  Austin, TX
• 04/2023 → Present
  Titleist Asset Management, Llc
  San Antonio, TX

Previous Registrations

• 2015-01-23 → 2023-08-08
  Titleist Capital, Llc
  Austin, TX
  San Antonio, TX
• 2005-10-10 → 2015-01-26
  Century Management Financial Advisors
  Austin, TX
• 2000-10-13 → 2005-09-02
  Charles Schwab & Co., Inc.
  Beachwood, OH

Other Businesses

(1) R Judd Wealth Management LLC; Investment Related; 2301 S Capital of Texas Hwy, Suite J-101 Austin, TX 78746; Financial Planning & Wealth Management; Owner/Financial Advisor; Duties include doing business under R Judd Wealth Management LLC through Titleist Asset Management, Ltd. (2) Independent Pilot Contractor; Fly passengers; Spend approximately 40 hours per month, 20 hours per month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1999-09-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant