Chase Matthew O'banion
Investment adviser representative at Titleist Asset Management, LLC
12 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
12 years in the industry.
- Titleist Asset Management, LLCOct 2025 to now
- Titleist Capital, LLCOct 2025 to now
- Fidelity InvestmentsJan 2025 to Sep 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- StudentJan 2013 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7749030
- Firm CRD
- 323567