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Chase M. O'banion

TITLEIST ASSET MANAGEMENT
SAN ANTONIO, TX 78258
Some features on this profile are disabled
CRD#: 7749030
CO

Professional summary

Chase Matthew O'banion, who also goes by Chase Matthew O Banion, Chase Matthew O'banion, Chase Obanion, 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.

Chase is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Chase has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chase Matthew O Banion | Chase Matthew O'banion | Chase Obanion

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, LLC BROKER DEALER CLIENT SERVICE ASSOCIATE SINCE 10/2025 INVESTMENT RELATED TITLEIST ASSET MANAGEMENT LLC INVESTMENT ADVISER CLIENT SERVICE ASSOCIATE SINCE 10/2025 INVESTMENT RELATED INSURANCE LICENSED LIFE AND HEALTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chase Matthew O'banion'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 6, 2025 - Present

TITLEIST ASSET MANAGEMENT, LLC

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

October 6, 2025 - Present

TITLEIST CAPITAL, LLC

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

March 31, 2025 - September 15, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GRAPEVINE, TX
Past

February 4, 2025 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GRAPEVINE, TX
Past

January 29, 2025 - September 15, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

March 11, 2024 - May 29, 2024

TITLEIST CAPITAL, LLC

BD
CRD#: 126136
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
(10/6/2025)
IAR
Texas
(10/6/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/24/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/9/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/22/2023
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)
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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#: 323567San Antonio, TX 78258

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