No commissions, no ads, no advice. This Titan profile draws only on public records, each linked so you can confirm it yourself.

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The short answer: is Titan a fiduciary?

Yes. Titan is a fiduciary when it acts as your investment adviser. Publicly, it files with the SEC as Titan Global Capital Management USA (CRD #290111). As of its latest Form ADV (filed June 12, 2026), the firm reported $1.1 billion in regulatory assets under management (a firm-reported figure). Its Form ADV (Item 5.E) lists how it is paid: a percentage of assets under management. You don't have to take this on trust. Its filings are public record, so you can check them yourself.

Its Form ADV also reports that a related person is a broker-dealer (Item 7.A), and brokerage accounts fall under Regulation Best Interest instead. Ask which capacity covers each of your accounts. The firm must tell you. Get started with Truthifi

What "fiduciary" means: a fiduciary is legally bound to place a client's interests above its own. (More on fiduciary duty)

Titan at a glance

✅ Verified from public filings, last checked October 5, 2026. Titan (SEC CRD #290111) is a fiduciary when acting as your adviser, on an advisory-fee basis, with $1.1 billion in regulatory assets under management. Every figure below links to its primary source.

What	Titan	Source
SEC CRD	#290111	IAPD
Registration	Investment adviser, with a related person that is a broker-dealer (Form ADV Item 7.A)	IAPD
Registered since	December 8, 2017 (SEC)	IAPD
Fiduciary?	Yes, when acting as your adviser	SEC adviser standard
Fee model	Advisory fees (no commissions reported in Item 5.E)	Form ADV Item 5.E
How it's paid	A percentage of assets under management	Form ADV Item 5.E
Regulatory Assets Under Management	$1.1 billion (Form ADV filed June 12, 2026)	IAPD
Client accounts	50,651 (all discretionary)	IAPD
Employees	33 (10 in advisory roles)	IAPD
Ownership	Parent-owned	Form ADV Schedule A
Disclosures	Form ADV answers Yes to one or more disciplinary questions. Read them on IAPD	IAPD
HQ	New York, NY	IAPD

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Titan fees: what you'll pay

Titan charges a share of the assets it manages for you, according to Item 5.E of its Form ADV (2026), and reports no commissions tied to those advisory services. Its filing also reports broker-dealer, insurance or other sales activity by the firm or a related company, business that can be paid by commissions. It's worth asking how each piece of the relationship gets paid, and the specifics sit in its Form ADV Part 2A. Because the fee is a percentage, your dollar cost rises and falls with your balance, so the same rate costs a $17,000 account far less than a $139,000 one. Get started with Truthifi

Advisory fees are what clients pay the adviser directly, separate from commissions earned through a related broker-dealer or insurance business.

Who owns Titan, and what conflicts does it disclose?

Titan's ownership is spelled out in the public record. Titan is owned by Titan Global Capital Management, Inc., as listed in Schedule A of its Form ADV. (Form ADV Schedule A)

Its Form ADV Part 2A describes the firm's conflicts of interest, including how it and its advisers are paid.

Titan SEC record: disclosures

To check Titan's regulatory record, start with the firm's own filings. Titan's Form ADV answers Yes to one or more disciplinary-history questions. A disclosure may cover a regulatory, civil or criminal matter tied to the firm or a related person, so weigh each item on IAPD in its full context. If Titan has disclosures, read them in the public record.

Beyond the at-a-glance facts, the filing shows Titan makes notice filings in 53 jurisdictions, according to IAPD. That registration history shows Titan is registered and regulated, which answers the narrow version of "Is Titan legit?" It does not vouch for performance, fit or the disclosures above. Those still need your own reading.

Reading Titan reviews against the public record

Most Titan reviews come from a client base that skews toward smaller individual accounts, so they tend to describe the app experience rather than what the firm reports to regulators. Before you weigh them, check three things this profile takes from the public record. First, how the firm is paid: it reports advisory fees and no commissions, but it has a broker-dealer or insurance connection. Second, who owns the firm and what conflicts it discloses. Third, whether its Form ADV reports any disciplinary history. Our view: give the third check the most attention, because a Yes on the disciplinary questions is the item star ratings rarely surface.

How to verify Titan yourself

Here's how to confirm all of it in three steps:

1. Check the SEC adviser record (IAPD): https://adviserinfo.sec.gov/firm/summary/290111.
2. Read the filings (Form ADV / Form CRS): linked from the IAPD page.
3. Confirm the entity: match Titan (CRD #290111, legal name TITAN GLOBAL CAPITAL MANAGEMENT USA LLC) so you're reading the right firm.

What Titan does and who it serves

On its Form ADV, Titan reports providing financial planning and portfolio management for individuals and small businesses.

Its Form ADV (Item 5.D) breaks its clients down by type, 41,733 in all:

Client type	Clients	Assets managed
Individuals	38,871	$684.5 million
High-net-worth individuals	2,862	$397.4 million

The two rows add up to $1,081.9 million, which matches the $1.1 billion headline once rounded. By our arithmetic from Item 5.D, individuals are about 93% of clients but hold about 63% of assets. High-net-worth clients are about 7% of clients yet hold about 37% of assets, averaging roughly $139,000 each against roughly $17,600 for other individuals.

It reports 50,651 client accounts, more than the 41,733 clients counted above because many clients hold more than one account. All are managed on a discretionary basis, meaning the firm can trade without seeking your approval first (Item 5.F). Its main office is in New York, NY. With 10 advisory employees, that works out to roughly 5,065 accounts per advisory staffer, a ratio that suggests a largely automated, model-driven service rather than one-on-one advice. Our read, not the filing's: if you want to approve each trade or talk often with a named adviser, raise that with Titan before you sign.

It reports it does not take custody of client assets: your money is held by a separate qualified custodian (such as a major brokerage), not the firm itself. That separation is a basic safeguard you can confirm on its Form ADV.

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The firm checks out in minutes. The real work is seeing everything you hold, together.

Checking Titan's CRD takes a few minutes. With the average Titan client holding roughly $26,000 there, by our arithmetic, many clients likely keep more elsewhere: the old 401(k) at a former employer, a spouse's holdings, fees folded into a fund. This is where Truthifi comes in.

How Truthifi can help

Truthifi links your accounts read-only and shows what you own, how it's allocated, how it's performing and where the risk sits, including single-stock exposure, returns next to a benchmark, a fee breakdown of the fees on each account, by type, and your Truthifi Score. You can share the accounts you choose with your advisor at Titan. Get started with Truthifi

Prefer your own AI? A paid Truthifi plan lets you connect an AI assistant that supports MCP sign-in, such as Claude. Truthifi Connect is the lighter membership for people who only want to use their own assistant. Questions about your fees need Monitoring or Monitoring Plus+. Get started with Truthifi · See how Truthifi keeps your accounts secure

Ask AI about your Titan accounts

Once your accounts are connected read-only, you can ask in plain English:

• "What do I own across my Titan accounts and everything else, and how is it allocated?"
• "What am I paying in fees across all of these accounts?" (fee questions need Monitoring or Monitoring Plus+)

Try it with Truthifi: start for free at app.truthifi.com and run a Monitoring Checkup (limits apply).

No commissions, no ads, no advice: Truthifi is not an investment adviser and doesn't give investment, tax or legal advice. Its access to your bank and brokerage accounts is read-only. Start free (limits apply). Monitoring Checkup is free. Link up to 10 connections, according to Truthifi's pricing page. Plans and limits are on the pricing page → truthifi.com.

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FAQ

Is Titan a fiduciary? Yes, when acting as your adviser. Its Form ADV reports a related person that is a broker-dealer, and brokerage accounts fall under Regulation Best Interest instead. Ask which capacity covers each of your accounts.

Is Titan fee-only? Not necessarily. Its Form ADV (Item 5.E) reports no commissions for advisory services, but the filing also reports broker-dealer, insurance or other sales activity by the firm or a related company, which can be paid differently. Ask how everyone you deal with is paid. The details are in its Form ADV Part 2A.

Who owns Titan? Titan is owned by Titan Global Capital Management, Inc., as listed in Schedule A of its Form ADV.

Does Titan have complaints or disclosures? Yes. Its Form ADV answers Yes to one or more disciplinary-history questions. Read each item on IAPD, in context. A disclosure is not by itself proof of current wrongdoing.

Is Titan legit? Titan is registered with the SEC (CRD #290111) and its filings are public on the SEC's IAPD site, which confirms it is a registered, regulated firm. Registration is not an endorsement and doesn't tell you whether it's the right fit or what you'll pay, so read the fee and conflict sections of its Form ADV.

Can AI help me check whether I'm getting good value? Yes. Start free (limits apply): Monitoring Checkup is free and lets you link up to 10 connections. On a paid plan you can also connect an AI assistant you already use (such as Claude). On Monitoring or Monitoring Plus+ you can ask it, in plain English, about the fees on each of your accounts. Truthifi is not an investment adviser and doesn't give investment, tax or legal advice.

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About this fact pack

About this profile

Truthifi built this profile from the firm's own SEC filings (Form ADV and, where filed, Form CRS). Every page is reviewed by the Truthifi Team before publishing. The Truthifi advisor fact packs are an ongoing series checking U.S. investment advisers against their public filings, one firm at a time.

Read next from the Truthifi blog

• What is a fiduciary?
• Fee-only financial advisor: costs and how to find one
• Are you paying too much? Why that might be the wrong question
• How to ask AI about your real investment accounts
• Robo-advisor vs. human financial advisor: which is better?
• All advisor fact packs on Truthifi

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A note on sources. The facts on this page come from publicly available documents, Titan's SEC filings, each linked inline so you can verify it yourself (SEC data current as of October 5, 2026). This is general information, not financial or legal advice, and Truthifi is not affiliated with Titan. Regulatory records change, so always confirm against the official sources linked above. Spot something that should be corrected? Email us at support@truthifi.com. One number worth watching in Titan's next annual Form ADV: whether accounts per advisory employee, about 5,065 in the June 2026 filing, keeps climbing faster than assets do.