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Thomas E. Moore

TITLEIST ASSET MANAGEMENT
SAN ANTONIO, TX 78258
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CRD#: 7424146
TM
Thomas Edward MooreTITLEIST ASSET MANAGEMENT

Professional summary

Thomas Edward Moore, who also goes by Tom Moore, is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in San Antonio, Texas and TITLEIST CAPITAL, LLC located in San Antonio, Texas.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Thomas has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Aliases

Tom Moore

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 San Antonio Broker Dealer Registered Representative Since 08/2026 Investment Related Titleist Asset Management, LLC San Antonio Investment Adviser Investment Adviser Representative Since 08/2026 Investment Related Insurance Licensed Life and Health

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Edward Moore'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

August 12, 2026 - Present

TITLEIST ASSET MANAGEMENT, LLC

Office #1: 777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
RIA
CRD#: 323567
SAN ANTONIO, TX
Current

August 8, 2026 - Present

TITLEIST CAPITAL, LLC

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

December 2, 2024 - August 13, 2026

SECURE FINANCIAL MANAGEMENT

RIA
CRD#: 169278
SAN ANTONIO, TX
Past

August 10, 2023 - October 31, 2024

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SAN ANTONIO, TX
Past

August 10, 2023 - October 31, 2024

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
San Antonio, TX
Past

April 20, 2023 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
San Antonio, TX
Past

January 5, 2023 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
San Antonio, TX
Past

January 31, 2022 - December 21, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
SAN ANTONIO, 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
(8/8/2026)
IAR
Texas
(8/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/11/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/13/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/10/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/30/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/30/2021
Securities Industry Essentials 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)

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#: 323567San Antonio, TX 78258

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