Adam Thomas Eagleston
Investment adviser representative at Formidable Asset Management, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$903MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Formidable Asset Management, LLCDec 2019 to now
- Driehaus Capital Management, LLCMay 2019 to Oct 2019
- Opus Capital Group, LLCSep 2012 to Nov 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (OH).
Formidable Asset Management, LLC
$903MAssets managed
900Clients
13Advisers
13 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
- 4253142
- Firm CRD
- 167555