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LD

Lee M. Daniels

TITLEIST ASSET MANAGEMENT
HOUSTON, TX 77035
Some features on this profile are disabled
CRD#: 4781678
LD

Professional summary

Lee M Daniels, CFP®, who also goes by Lee Daniels, Lee Michael Daniels, is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in Houston, Texas and TITLEIST CAPITAL, LLC located in San Antonio, Texas.

Lee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Lee has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lee Daniels | Lee Michael Daniels

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee M Daniels'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: 2018

Experience

Current

February 2, 2026 - Present

TITLEIST ASSET MANAGEMENT, LLC

Office #1: 4900 Woodway Dr. Suite 600, Houston, TX 77035
RIA
CRD#: 323567
HOUSTON, TX
Current

February 2, 2026 - Present

TITLEIST CAPITAL, LLC

Office #1: 777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258
BD
CRD#: 126136
SAN ANTONIO, TX
Past

April 9, 2018 - February 17, 2026

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
HOUSTON, TX
Past

April 9, 2018 - February 17, 2026

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
HOUSTON, TX
Past

November 22, 2011 - October 10, 2017

WADDELL & REED

RIA
CRD#: 866
BILLINGS, MT
Past

November 21, 2011 - October 10, 2017

WADDELL & REED

BD
CRD#: 866
BILLINGS, MT
Past

October 24, 2011 - November 14, 2011

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
INDIANAPOLIS, IN
Past

October 11, 2011 - November 14, 2011

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
INDIANAPOLIS, IN
Past

December 16, 2004 - April 4, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
HOUSTON, TX
Past

May 24, 2004 - April 4, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
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
Texas
(2/2/2026)
IAR
Texas
(2/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/4/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/21/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/21/2009
General Securities Principal Examination
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)

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#: 323567Houston, TX 77035

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