ADAM M. EISENHAUER
TITLEIST ASSET MANAGEMENT | Vice President, Financial Advisor
San Antonio, TX 78215
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CRD#: 3245990
Professional summary
ADAM MARK EISENHAUER, who also goes by Adam Mark Eisenhaver, is a registered financial advisor currently at TITLEIST ASSET MANAGEMENT, LLC located in San Antonio, Texas and TITLEIST CAPITAL, LLC located in San Antonio, Texas.
ADAM is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. ADAM has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 24 and Series 9 exams.
Biography
CAPTRUST welcomed Adam in 2019, and he currently serves as a vice president and financial advisor. He is responsible for providing comprehensive wealth management solutions to high-net-worth individuals, families, and institutions.
Adam joined CAPTRUST from South Texas Money Management, where he served as a fixed income trader and associate portfolio manager. Prior to South Texas Money Management, Adam worked as a portfolio manager at Investment Professionals, Inc. He was part of a team that innovated the idea of municipal bond management into a hedge fund. He has been in the financial industry for over 22 years.
Outside of work, Adam enjoys spending time with his wife, Kristin, and son, Andrew, watching sporting events, enjoying local parks, and trying the newest restaurants around town.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adam Mark Eisenhaver
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Landa Gardens Conservancy; Investment-Related: No; 233 Bushnell, San Antonio, TX; Nature Non-profit to maintain Library lands; Title Board Member; Start; 1/1/23; Hours/Month: 5; Hours during Market Hours: 3; Duties: committee work; Hemisfair Consevancy & HPRAC Investment-Related: No Address: 630 E. Nueva San Antonio, TX 78205 Nature: Non profit Position/Title: Board Member Start: 6/30/2022 Hours/Month: 3 Hours during Market Hours: 2 Duties: I will serve on the Hemisfair Conservancy Board as a Board Member Hammerhead Ventures San Antionio, TX Since 06/2020 Managing Member Investing in privately held companies Investment Related Villa Monta Vista HOA HOA Board Board Member Since 11/2024 Not Investment Related Texas Tech Graduate School Advisory Board Lubbock TX Emeritus Advise on the direction of Texas Tech Graduate School Since 04/2016 Not Investment Related Titleist Capital, LLC Broker Dealer Registered Representative Since 11/2025 Investment Related Titleist Asset Management, LLC Investment Adviser Investment Adviser Representative Since 11/2025 Investment Related
CRS (Client Relationship Summary) - RIA
Click below to view ADAM MARK EISENHAUER's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Texas Tech University
BA - Business administration and finance
Texas Tech University
Experience
Current
November 7, 2025 - Present
TITLEIST ASSET MANAGEMENT, LLC
Office #1: 142 Ninth St, San Antonio, TX 78215RIA
CRD#: 323567
San Antonio, TX
Current
November 7, 2025 - Present
TITLEIST CAPITAL, LLC
Office #1: 777 E. Sonterra Boulevard Suite 330, San Antonio, TX 78258BD
CRD#: 126136
SAN ANTONIO, TX
Past
October 4, 2019 - November 7, 2025
CAPTRUST
RIA
CRD#: 175112
San Antonio, TX
Past
October 4, 2019 - November 7, 2025
CAPFINANCIAL SECURITIES, LLC.
BD
CRD#: 126291
RALEIGH, NC
Past
April 5, 2017 - April 12, 2018
ADVISORS ASSET MANAGEMENT, INC.
RIA
CRD#: 46727
BOERNE, TX
Past
April 5, 2017 - April 12, 2018
ADVISORS ASSET MANAGEMENT, INC.
BD
CRD#: 46727
BOERNE, TX
Past
June 13, 2011 - January 3, 2017
INVESTMENT PROFESSIONALS, INC.
RIA
CRD#: 30184
SAN ANTONIO, TX
Past
June 13, 2011 - January 3, 2017
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
SAN ANTONIO, TX
Past
August 4, 2004 - June 14, 2011
ADVISORS ASSET MANAGEMENT, INC.
RIA
CRD#: 46727
BOERNE, TX
Past
August 4, 2004 - June 14, 2011
ADVISORS ASSET MANAGEMENT, INC.
BD
CRD#: 46727
BOERNE, TX
Past
March 9, 2004 - July 29, 2004
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
SAN ANTONIO, TX
Past
March 9, 2004 - July 29, 2004
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
August 3, 2001 - October 2, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAN ANTONIO, TX
Past
August 3, 2001 - October 2, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
August 23, 1999 - August 7, 2001
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
Registered Investment Advisory firm - (11/25/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(11/7/2025)
IAR
Texas(11/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TITLEIST ASSET MANAGEMENT, LLC
BLUM AND WHITE WEALTH MANGEMENT, LLC | VISION BASED PLANNING, LLC | TITLEIST WEALTH MANAGEMENT, LLC | TITLEIST ASSET MANAGEMENT, LLC | R JUDD WEALTH MANAGEMENT, LLC | PARAGON PRIVATE WEALTH GROUP LLC | MOSAIC FINANCIAL ADVISERS, LLC | MAY CAPITAL, LLC | KEYSTONE WEALTH MANAGEMENT, LLC | HIGHPOINT WEALTH ADVISORS | ENSEMBLE FINANCIAL, INC. | CONCIERGE WEALTH | BRADY WEALTH MANAGEMENT
CRD#: 323567 / SEC#: 801-126953
RIA
Registered Investment Advisory firm - (11/25/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258
Mailing Address
Phone number
(210) 826-2424
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,813 |
| AUM (Assets Under Management) | $ 2,430,293,058 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TITLEIST ASSET MANAGEMENT, LLC
Vice President, Financial AdvisorCRD#: 323567San Antonio, TX 78215TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
