Titan Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$119,277,853
Clients
263
Advisors
4
of 4 employees
About
Titan Investment Management LLC provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients and also serves institutional accounts such as pension and profit‑sharing plans, business accounts, 401(k)s, IRAs, and donor-advised funds. The firm also offers pension consulting and advises participants using self-directed brokerage accounts (PCRA), delivering ongoing investment management and account monitoring.
Titan customizes an Investment Policy Statement for each client and typically operates with delegated trading authority, using model allocations where appropriate. Its investment process combines multiple analysis methods — including fundamental, quantitative, technical/charting, and modern portfolio theory — and employs strategies ranging from long-term equity investing to options trading and portfolio rebalancing.
Notably, Titan manages pooled vehicles and provides pension consulting and PCRA services, a capability that is less common among similar-sized team firms. The firm also works with a broad set of investment types — from REITs and ETFs to private placements and venture capital funds — has disclosed a transition to federal (SEC) registration as assets grew, and includes explicit disclosures about its use of AI tools in client service.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.50% $2,500,001 - $10,000,000: 1.00% $10,000,001+: 0.50%
Main office
8606 Allisonville Rd., Suite #260
Indianapolis IN 46250
Advisors at this office
4
Most active in
Florida · Illinois · Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")