AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KP

Katarina G. Partalas

TITLEIST ASSET MANAGEMENT
San Antonio, TX 78258
Some features on this profile are disabled
CRD#: 7666592
KP

Professional summary

Katarina Gabriella Partalas, who also goes by Katarina G Partalas, 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.

Katarina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Katarina has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Katarina G Partalas

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.
*537287 - Alamo Area Aquatics Diving; Investment related No; San Antonio, Texas; Recreation; Coach (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 15;�Coaching.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katarina Gabriella Partalas'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

September 30, 2024 - Present

TITLEIST ASSET MANAGEMENT, LLC

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

September 30, 2024 - Present

TITLEIST CAPITAL, LLC

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

October 12, 2023 - October 3, 2024

MORGAN STANLEY

RIA
CRD#: 149777
San Antonio, TX
Past

June 5, 2023 - October 3, 2024

MORGAN STANLEY

BD
CRD#: 149777
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
(9/30/2024)
IAR
Texas
(9/30/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/5/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/27/2023
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 323567San Antonio, TX 78258

TRUST BUT VERIFY

Monitor Katarina Partalas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

CH
Christopher HallAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
San Antonio, TX
RA
Robert ArmendarizAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
SAN ANTONIO, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics