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Richard Michael Judd

Richard M. Judd

TITLEIST ASSET MANAGEMENT
AUSTIN, TX 78746
Some features on this profile are disabled
CRD#: 3142098
Richard Michael Judd

Professional summary

Richard Michael Judd, CFP® is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in Austin, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Richard has worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) R Judd Wealth Management LLC; Investment Related; 2301 S Capital of Texas Hwy, Suite J-101 Austin, TX 78746; Financial Planning & Wealth Management; Owner/Financial Advisor; Duties include doing business under R Judd Wealth Management LLC through Titleist Asset Management, Ltd. (2) Independent Pilot Contractor; Fly passengers; Spend approximately 40 hours per month, 20 hours per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Michael Judd'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®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

April 17, 2023 - Present

TITLEIST ASSET MANAGEMENT, LLC

Office #1: 2301 S Capital Of Texas Hwy Suite J-101, Austin, TX 78746
RIA
CRD#: 323567
AUSTIN, TX
Past

January 23, 2015 - August 8, 2023

TITLEIST CAPITAL, LLC

RIA
CRD#: 126136
AUSTIN, TX
Past

October 10, 2005 - January 26, 2015

CENTURY MANAGEMENT FINANCIAL ADVISORS

RIA
CRD#: 112308
AUSTIN, TX
Past

October 13, 2000 - September 2, 2005

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
BEACHWOOD, OH
Past

March 31, 2000 - September 2, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

August 27, 1999 - April 28, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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.

Highlighted states indicate IAR registrations

IAR
Texas
(4/17/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/30/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/26/1999
General Securities Representative Examination

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TITLEIST ASSET MANAGEMENT, LLC WRAP BROCHURE (11/5/2025)
TITLEIST ASSET MANAGEMENT, LLC ADV PART 2A (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#: 323567Austin, TX 78746

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