DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Adam Mark Eisenhauer

Titleist Asset Management, LLCindependent RIASan Antonio, Tx dual registrantIAPD 3245990

Feed of 09/15/2026

Also filed as Adam Mark Eisenhaver

At current firm

0 y

since Nov 7, 2025

In the industry

27 y

since Aug 27, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Titleist Asset Management, LLC independent RIA current
since Nov 7, 2025 · San Antonio, Tx
Captrust institutional
Oct 4, 2019 to Nov 7, 2025 · Raleigh, Nc
Advisors Asset Management, Inc. mixed wealth
Apr 5, 2017 to Apr 12, 2018 · Boerne, Tx
Investment Professionals, Inc. former
Jun 13, 2011 to Jan 3, 2017 · San Antonio, Tx
Advisors Asset Management, Inc. mixed wealth
Aug 4, 2004 to Jun 14, 2011 · San Antonio, Tx
Ameriprise Advisor Services, Inc. unclassified
Mar 9, 2004 to Jul 29, 2004 · San Antonio, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 3, 2001 to Oct 2, 2003 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Captrust to Titleist Asset Management, LLC
left Nov 7, 2025, registered Nov 7, 2025 (0 days) · Other
Advisors Asset Management, Inc. to Captrust
left Apr 12, 2018, registered Oct 4, 2019 (540 days) · Other
Investment Professionals, Inc. to Advisors Asset Management, Inc.
left Jan 3, 2017, registered Apr 5, 2017 (92 days) · Other
Advisors Asset Management, Inc. to Investment Professionals, Inc.
left Jun 14, 2011, registered Jun 13, 2011 (-1 days) · Other
Ameriprise Advisor Services, Inc. to Advisors Asset Management, Inc.
left Jul 29, 2004, registered Aug 4, 2004 (6 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Ameriprise Advisor Services, Inc.
left Oct 2, 2003, registered Mar 9, 2004 (159 days) · Other

Signals

Adam Mark Eisenhauer left Captrust for Titleist Asset Management, Llc (registered 2025-11-07)
Nov 7, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address