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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

ADAM MARK EISENHAUER

Advisor at TITLEIST ASSET MANAGEMENT, LLC

San Antonio, TX | SAN ANTONIO, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 3, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TITLEIST ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 27, 1999
First registration: Aug 3, 2001
Dual registered: yes, broker-dealer
Other names: ADAM MARK EISENHAVER|ADAM MARK EISENHAVER
IAPD individual key: 3245990

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TITLEIST ASSET MANAGEMENT, LLC	Independent wealth	Nov 7, 2025	n/a	yes	SAN ANTONIO, TX\|San Antonio, TX	Current employment
Captrust	Institutional manager	Oct 4, 2019	Nov 7, 2025	no	RALEIGH, NC\|San Antonio, TX	Previous registration
ADVISORS ASSET MANAGEMENT, INC.	Mixed wealth	Apr 5, 2017	Apr 12, 2018	no	BOERNE, TX	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Jun 13, 2011	Jan 3, 2017	no	SAN ANTONIO, TX	Previous registration
ADVISORS ASSET MANAGEMENT, INC.	Mixed wealth	Aug 4, 2004	Jun 14, 2011	no	SAN ANTONIO, TX\|SAN ANTONIO, TX\|BOERNE, TX	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Mar 9, 2004	Jul 29, 2004	no	SAN ANTONIO, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 3, 2001	Oct 2, 2003	no	SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Captrust	TITLEIST ASSET MANAGEMENT, LLC	Nov 7, 2025	Nov 7, 2025	0	Firm change	Other
ADVISORS ASSET MANAGEMENT, INC.	Captrust	Apr 12, 2018	Oct 4, 2019	540	Firm change after gap	Other
INVESTMENT PROFESSIONALS, INC.	ADVISORS ASSET MANAGEMENT, INC.	Jan 3, 2017	Apr 5, 2017	92	Firm change	Other
ADVISORS ASSET MANAGEMENT, INC.	INVESTMENT PROFESSIONALS, INC.	Jun 14, 2011	Jun 13, 2011	-1	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	ADVISORS ASSET MANAGEMENT, INC.	Jul 29, 2004	Aug 4, 2004	6	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AMERIPRISE ADVISOR SERVICES, INC.	Oct 2, 2003	Mar 9, 2004	159	Firm change	Other

Relationships

Registered with (6)

→ TITLEIST ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 7, 2025 to presentfactForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
Oct 4, 2019 to Nov 7, 2025factForm ADV
→ ADVISORS ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 5, 2017 to Apr 12, 2018factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Jun 13, 2011 to Jan 3, 2017factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Mar 9, 2004 to Jul 29, 2004factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 3, 2001 to Oct 2, 2003factForm ADV

Dated events

Occurred
Nov 7, 2025
Advisor changed firm
Adam Mark Eisenhauer left Captrust for Titleist Asset Management, Llc (registered 2025-11-07)
Form ADVobserved 5 days ago