Carlos Giovanni Castorena
Investment adviser representative at Titleist Asset Management, LLC
11 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
11 years in the industry.
- Titleist Capital LLCApr 2026 to now
- Titleist Asset Management, LLCAug 2025 to now
- Broadway Wealth SolutionsOct 2022 to Aug 2025
- Principal Financial GroupJun 2022 to Sep 2022
- USAAMay 2020 to Jun 2022
- Alliance BernsteinMar 2020 to Apr 2020
- N/aJan 2020 to Mar 2020
- Frost BankJun 2019 to Dec 2019
- University of Texas At San AntonioJan 2017 to Jun 2019
- Northwest Vista CollegeJun 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7238657
- Firm CRD
- 323567