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Adam Mark Eisenhauer

Investment adviser representative at Titleist Asset Management, LLC
15 yearsExperience
1 stateRegistered in
$2.8BFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Titleist Asset Management, LLCNov 2025 to now
  2. Titleist Capital, LLCNov 2025 to now
  3. Capfinancial Partners LLC (captrust)Sep 2019 to Nov 2025
  4. Capfinancial Securities LLCSep 2019 to Nov 2025
  5. South Texas Money ManagementApr 2018 to Sep 2019
  6. Advisors Asset Management, IncApr 2017 to Apr 2018
  7. UnemployedJan 2017 to Apr 2017
  8. Investment Professionals, Inc.Jun 2011 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (TX).

Titleist Asset Management, LLC

$2.8BAssets managed
2,151Clients
43Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3245990
Firm CRD
323567
Advisor's SEC record (opens in a new tab)
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