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Frank Henry Bullinger

Investment adviser representative at Titleist Asset Management, LLC
25 yearsExperience
1 stateRegistered in
$2.8BFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

25 years in the industry.

  1. Titleist Asset Management, LLCOct 2025 to now
  2. Titleist Capital, LLCOct 2025 to now
  3. Prospera Financial Services Inc.Jun 2020 to Oct 2025
  4. Edward JonesMar 2001 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (TX).

Titleist Asset Management, LLC

$2.8BAssets managed
2,151Clients
43Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4376858
Firm CRD
323567
Advisor's SEC record (opens in a new tab)
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