AB
Andrew V. Brawley
TITLEIST ASSET MANAGEMENT
Dripping Springs, TX
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CRD#: 2844318
AB
Professional summary
Andrew Vanbibber Brawley III, AIF®, who also goes by Andrew Van Brawley, Andrew Van Bibber Brawley III, Andy Brawley III, Andrew Vanbibber Brawley Iii Iii, Andrew Brawley, Andy Brawley, is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in Dripping Springs, Texas and TITLEIST CAPITAL, LLC located in Dripping Springs, Texas.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Andrew has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Van Brawley | Andrew Van Bibber Brawley Iii | Andy Brawley Iii | Andrew Vanbibber Brawley Iii Iii | Andrew Brawley | Andy Brawley
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.
1) 03/2011 Frozys Shaved Ice, LLC- Owner, not investment related, Nutty Brown Road, Dripping Springs, TX approximately 10 hours per week, mostly during non-trading hours/weekends 2) Exclusive Benefit Consulting Address: Dripping Springs, TX Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 08/01/2006 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: This is the LLC which I pass all expenses and taxes through 3) Name of Business : Veritas Academy Address: 13401 Escarpment Blvd,Austin, TX Nature of the Business: Teacher/Educator Position/Title: Employee Investment Related: No Start Date: 08/16/2021 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 8 Description of duties: I will be teaching a 7th & 8th grade discipleship class on MWF during the school year. The class will be approximately 30 minutes long for a total of 1.5 hours/week. Titleisit Capital, LLC Broker Dealer Registered Representative Since 09/2021 Investment Related Titleist Asset Management, LLC Investment Adviser Investment Adviser Representative Since 04/2023 Investment Related Veritas Academy High School Address: 13401 Escarpment Blvd Austin, TX Girls Soccer Coach Not Investment Related Bannockburn Church 7100 Brodie LN Austin TX Finance Committee Member Not Investment Related
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Vanbibber Brawley III's 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®
Experience
Current
April 17, 2023 - Present
TITLEIST ASSET MANAGEMENT, LLC
RIA
CRD#: 323567
Dripping Springs, TX
Current
September 1, 2021 - Present
TITLEIST CAPITAL, LLC
Office #1: 2400 B West Highway 290 Suite 5, Dripping Springs, TX 78620BD
CRD#: 126136
Dripping Springs, TX
Past
September 1, 2021 - August 8, 2023
TITLEIST CAPITAL, LLC
RIA
CRD#: 126136
SAN ANTONIO, TX
Past
May 17, 2018 - June 30, 2021
RADEMACHER FINANCIAL, INC.
RIA
CRD#: 114067
DRIPPING SPRINGS, TX
Past
January 2, 2009 - September 10, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Dripping Springs, TX
Past
August 9, 2006 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
Dripping Springs, TX
Past
August 1, 2006 - September 10, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Dripping Springs, TX
Past
August 7, 2000 - August 3, 2006
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
AUSTIN, TX
Past
June 12, 2000 - August 3, 2006
MORGAN STANLEY DW INC.
BD
CRD#: 7556
AUSTIN, TX
Past
March 27, 1998 - June 23, 2000
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
July 7, 1997 - March 26, 1998
INVESCO CAPITAL MARKETS, INC.
BD
CRD#: 6939
HOUSTON, TX
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
California(1/12/2023)
RR
Florida(10/19/2021)
RR
Illinois(10/19/2021)
RR
North Carolina(5/10/2023)
RR
Texas(9/1/2021)
IAR
Texas(4/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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)
Regulatory assets under management
| Total Number of Accounts | 4,813 |
| AUM (Assets Under Management) | $ 2,430,293,058 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TITLEIST ASSET MANAGEMENT, LLC
CRD#: 323567Dripping Springs, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
