9AT: TITAN CAPITAL MANAGEMENT

Adviser Profile

As of Date	03/25/2026
Registration	SEC, Approved, 04/08/2022
ADV Location	SCOTTSDALE, AZ, United States
Contact Info	(20 xxxxxxx
Websites

AUM^*	84,171,271 -17%
of that, discretionary	84,171,271 -17%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	454,980 56%
% High Net Worth	12.78% -30%
SMA’s	No
Private Funds	0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ONE HOPPER ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM57.5m	#Funds-
Adviser ITS ASSET MANAGEMENT, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM297.8m	#Funds-
Adviser COPE CONNELLY	Hedge Fund-	Liquidity Fund-	Private Equity Fund6.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund12.8m	Total Private Fund GAV19.3m	AUM107.6m	#Funds5
Adviser INTERNATIONAL PRIVATE WEALTH ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM255.3m	#Funds-
Adviser THE MARSHALL FINANCIAL GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM735.6m	#Funds-
Adviser BELPOINTE ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.6b	#Funds-
Adviser BELLE HAVEN INVESTMENTS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund18.4m	Total Private Fund GAV18.4m	AUM24.5b	#Funds2
Adviser CHICAGO INVESTMENT ADVISORY COUNCIL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM230.0m	#Funds-
Adviser TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM512.5m	#Funds-
Adviser MILLER FINANCIAL SERVICES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM462.9m	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker78468R663	Stock NameSPDR SER TR	$ Position$13,350,429	% Position21.00%	$ Change2.00%	# Change2.00%
Stck Ticker464288679	Stock NameISHARES TR	$ Position$12,931,983	% Position20.00%	$ Change-1.00%	# Change-1.00%
Stck Ticker46436E718	Stock NameISHARES TR	$ Position$12,625,554	% Position20.00%	$ Change0.00%	# Change0.00%
Stck Ticker46138G888	Stock NameINVESCO EXCH TRADED FD TR II	$ Position$12,485,842	% Position20.00%	$ Change0.00%	# Change-1.00%
Stck Ticker97717Y527	Stock NameWISDOMTREE TR	$ Position$12,215,463	% Position19.00%	$ Change-1.00%	# Change-1.00%

Brochure Summary

Overview

Who we are Titan Managers, LLC dba Titan Capital Management (referred to as “we,” “our,” “us,” or “Titan”), submitted a succession filing in March 2022 to take over the business of its predecessor entity, Titan Capital Management, LLC. Our principal officer is Abe Askil, Jr., Chief Executive Officer and Chief Investment Officer.
Services we offer Titan Capital Management provides global tactical portfolio solutions for the most aggressive investors to the most conservative investors. We rely on our proprietary quantitative models to help us objectively navigate the ebbs and flows of the global financial markets. Our models seek to participate during uptrending markets and to protect capital during downtrends.
Titan manages five global tactical strategies across the reward to risk scale from aggressive to conservative. Titan currently offers the following tactical strategies:  Titan Focus 20  Titan Ultra Growth  Titan Growth  Titan Moderate Growth  Titan Conservative Growth Titan provides the above services as a subadvisor to unaffiliated, third party advisors and to advisory clients of Titan. Disclosure related to services provided to advisory clients of Titan is provided in a separate disclosure

document.
Titan provides financial planning services at no cost to clients with assets managed directly by the firm.
Disclosure regarding this service is provided in the disclosure document provided to those clients.
Titan offers a service whereby it provides trade signals for its proprietary model portfolios to other investment advisors. In these cases, Titan does not have trading authority.
For one investment advisory firm client, Titan develops custom model portfolios to meet the specific needs of that firm and provides trade signals to maintain the models. Titan does not have trading authority for this client.
For clients who receive trade signals for Titan model portfolios, we generally send signals to all clients using the effected model at the same time via e-mail within 30 minutes of placing trades for our discretionary clients. Titan does not expect to offer this service to additional clients.
Assets under management As of December 31, 2023, we have regulatory assets under management of $100.9 million on a discretionary basis. We have no non-discretionary assets under management. This represents total assets under management for Titan for all advisory clients.

TITAN CAPITAL MANAGEMENT

TITAN CAPITAL MANAGEMENT

TITAN MANAGERS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

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TITAN CAPITAL MANAGEMENT TITAN CAPITAL MANAGEMENT TITAN MANAGERS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

TITAN CAPITAL MANAGEMENT

TITAN CAPITAL MANAGEMENT

TITAN MANAGERS, LLC