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RF

Randall W. Fowler

TITLEIST ASSET MANAGEMENT
EDMUND, OK 73034
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CRD#: 2236061
RF

Professional summary


Randall Wayne Fowler, who also goes by Randy Fowler, is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in Edmund, Oklahoma and TITLEIST CAPITAL, LLC located in Edmond, Oklahoma.

Randall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Randall has worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Randy Fowler

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Insurance Agent Titleist Capital, LLC Edmund OK Broker Dealer Registered Representative Since 10/2021 Investment Related Titleist Asset Management, LLC Edmund OK Investment Adviser Investment Adviser Representative Since 04/2023 Investment Related

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Randall Wayne Fowler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 17, 2023 - Present

TITLEIST ASSET MANAGEMENT, LLC

Office #1: 3324 French Park Drive Suite A, Edmund, OK 73034
RIA
CRD#: 323567
EDMUND, OK
Current

October 1, 2021 - Present

TITLEIST CAPITAL, LLC

Office #1: 3324 French Park Drive Suite A, Edmond, OK 73034
BD
CRD#: 126136
Edmond, OK
Past

October 1, 2021 - August 8, 2023

TITLEIST CAPITAL, LLC

RIA
CRD#: 126136
SAN ANTONIO, TX
Past

November 8, 2018 - July 17, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Edmond, OK
Past

November 8, 2018 - October 1, 2021

RADEMACHER FINANCIAL, INC.

RIA
CRD#: 114067
EDMOND, OK
Past

November 8, 2018 - October 20, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
EDMOND, OK
Past

January 9, 2013 - November 21, 2018

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
EDMOND, OK
Past

April 10, 2006 - March 22, 2012

FOWLER, HART & ASSOCIATES, L.L.C.

RIA
CRD#: 140114
EDMOND, OK
Past

November 10, 2004 - December 31, 2012

THE AMERICA GROUP FINANCIAL ADVISORY SERVICES, LLC

RIA
CRD#: 132250
ST. LOUIS, MO
Past

December 1, 2003 - November 21, 2018

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
EDMOND, OK
Past

April 6, 2000 - December 18, 2003

VERAVEST INVESTMENT ADVISORS, INC.

RIA
CRD#: 105796
EDMOND, OK
Past

February 3, 2000 - December 1, 2003

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

June 30, 1999 - February 3, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 22, 1992 - July 6, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 22, 1992 - July 6, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT

CRD#: 323567 / SEC#: 801-126953

RIA
Registered Investment Advisory firm - (11/25/2022 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(11/9/2023)
RR
Oklahoma
(10/18/2021)
IAR
Oklahoma
(4/17/2023)
RR
Texas
(10/1/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/6/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT

CRD#: 323567 / SEC#: 801-126953

RIA
Registered Investment Advisory firm - (11/25/2022 Approved)
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Contact information


Main Address
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
Mailing Address
Phone number
(210) 826-2424
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (21 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TITLEIST ASSET MANAGEMENT, LLC WRAP BROCHURE (11/5/2025)

Regulatory assets under management


Total Number of Accounts4,813
AUM (Assets Under Management)$ 2,430,293,058

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TITLEIST ASSET MANAGEMENT, LLC

CRD#: 323567Edmund, OK 73034

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