Christian A. Amsberry

TITLEIST ASSET MANAGEMENT

SAN FRANCISCO, CA 94105

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CRD#: 5350623

Professional summary

Christian Andrew Amsberry, who also goes by Chris Amsberry, Christian A Amsberry, is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in San Francisco, California and TITLEIST CAPITAL, LLC located in San Francisco, California.

Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Christian has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Amsberry | Christian A Amsberry

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.

TITLEIST CAPITAL BROKER DEALER REGISTERED REPRESENTATIVE SINCE 10/2024 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT, LLC INVESTMENT ADVISER INVESTMENT ADVISER REPRESENTATIVE SINCE 10/2024 INVESTMENT RELATED BRIAN D STEVENS FOUNDATION BOARD MEMBER SINCE 06/2024 NOT INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Andrew Amsberry'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

October 28, 2024 - Present

TITLEIST ASSET MANAGEMENT, LLC

Office #1: 201 Spear St. Suite 100, San Francisco, CA 94105

RIA

CRD#: 323567

SAN FRANCISCO, CA

Current

October 28, 2024 - Present

TITLEIST CAPITAL, LLC

Office #1: 201 Spear St., Suite 1100, San Francisco, CA 94105

CRD#: 126136

San Francisco, CA

Past

June 24, 2015 - October 29, 2024

OSAIC FA, INC.

RIA

CRD#: 3978

SAN FRANCISCO, CA

Past

June 8, 2015 - October 29, 2024

OSAIC FA, INC.

CRD#: 3978

SAN FRANCISCO, CA

Past

February 7, 2012 - May 29, 2015

BELLWETHER CAPITAL MANAGEMENT LLC

RIA

CRD#: 153633

FAIR OAKS, CA

Past

June 12, 2009 - February 6, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WALNUT CREEK, CA

Past

June 12, 2009 - February 6, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WALNUT CREEK, CA

Past

August 28, 2008 - June 16, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WALNUT CREEK, CA

Past

August 28, 2008 - June 16, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WALNUT CREEK, CA

Past

August 28, 2007 - June 19, 2008

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

ORINDA, CA

Past

August 8, 2007 - June 19, 2008

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

ORINDA, CA

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".

TITLEIST ASSET MANAGEMENT, LLC

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.

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

California
(10/28/2024)

IAR

California
(10/28/2024)

Hawaii
(10/28/2024)

Illinois
(10/28/2024)

Oregon
(10/28/2024)

Washington
(10/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/20/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/27/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/8/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TITLEIST ASSET MANAGEMENT, LLC

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

SEC notice filing (21 States and Territories)

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 Accounts	4,813
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.

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Firm Stability Insights

Christian A. Amsberry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Andrew Amsberry's CRS (Customer Relationship Summary).

Certified licenses

Experience

TITLEIST CAPITAL, LLC

OSAIC FA, INC.

OSAIC FA, INC.

BELLWETHER CAPITAL MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

TITLEIST ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/20/2015

Series 66

Date: 8/27/2007

SIE

Date: 10/1/2018

Series 7

Date: 6/8/2015

FINRA

Current Firm

TITLEIST ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TITLEIST ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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