# TITLEIST ASSET MANAGEMENT, LLC

TITLEIST ASSET MANAGEMENT, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 323567
- Type: SEC-registered investment adviser
- SEC file number: 801-126953
- Location: 777 E. SONTERRA BLVD., SUITE 330, SAN ANTONIO, TX, 78258
- Phone: 210-826-2424
- Latest filing: 2026-07-16
- Regulatory AUM: $2.7B
- Discretionary AUM: $2.6B
- Non-discretionary AUM: $33.2M
- Clients: 41
- Accounts: 5,715

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Byron Lucien Fields | MANAGING PARTNER | Austin, TX |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Joe-Ben O'Banion | MANAGING PARTNER | San Antonio, TX |
| Russell Clark King | PARTNER | — |
| Neil Howard Kalb | PARTNER | — |
| Stephen James Coulter | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT STRATEGIST | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| FIELDS BYRON LUCIEN | MANAGING PARTNER | — |
| O'BANION JOE-BEN | MANAGING PARTNER | — |
| KING RUSSELL CLARK | PARTNER; SENIOR PARTNER | — |
| Araiza Enrique | CHIEF COMPLIANCE OFFICER | — |
| KALB NEIL HOWARD | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323567/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323567/similar
- Related entities: https://search.stillhousedata.com/firm/323567/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323567

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.