Titanrex
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TitanRex provides wealth management and discretionary portfolio management to individuals and high‑net‑worth clients, along with financial planning and retirement‑account advice. The firm constructs portfolios primarily using low‑cost, diversified mutual funds and ETFs and may also utilize individual stocks and bonds when appropriate.
The firm applies fundamental analysis and generally pursues a long‑term investment approach, while monitoring portfolios for rebalancing, tax considerations, or cash needs and conducting at least annual reviews. Financial planning is offered as a separate service and the brochure describes a defined process that includes ongoing client contact and four one‑hour virtual planning sessions.
TitanRex discloses a significant non‑U.S. client base, an uncommon feature among peers, and the brochure notes experience with cross‑border clients and the potential to invest in oil and gas interests—items that can add complexity to tax, custody and market‑risk considerations. The firm participates in an institutional custody program that provides operational benefits and also operates a separate consulting business; both relationships are disclosed as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fee of $1,000 per household per financial plan
$0 - $1,000,000: 2.00% annually $1,000,001+: 1.00% annually
Additional financial planning billed at $250/hour for complex plans
Account minimum: $223,000 Fee-only: Financial Planning Services: $1,000 per household per financial plan; Additional complex planning billed at $250/hour
Main office
1205 N. Garfield Street, Suite 609
Arlington VA 22201
Advisors at this office
1
Most active in
Virginia
Also doing business as
Rose Valley Consulting LLC · Rose Valley Consulting LLC Dba Titan Rex · Titanrex
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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