SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Titan
New York, NY
Titan Global Capital Management USA LLC, CRD 290111
Firm filing updated June 12, 2026 ·
- $1.1BAssets
- 41,733Clients
- 10Advisory staff
- 50,651Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals38,871
- High net worth individuals2,862
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 38,871 | $684.5 million |
| High net worth individuals | 2,862 | $397.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts50,651
- DiscretionaryAll accounts
People
- Employees33
- Advisory staff10
- Broker-dealer reps10
- Licensed insurance agents0
- Planning clients0
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Titan Global Capital Management USA LLC SEC-registered investment advisor. CRD 290111, SEC file 801-112142.
- Registered with the SEC as an investment advisor (status date on record: December 8, 2017).
Is Titan a fiduciary?
Short answer: Titan is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 10 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.