Adam Thomas Eagleston

Employer firm

Formidable Asset Management, LLC CRD 167555

$903M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 11/2019
  Opus Capital Group, Llc
  Cincinnati, OH
• 12/2019 → Present
  Formidable Asset Management, Llc
  Cincinnati, OH
• 05/2019 → 10/2019
  Driehaus Capital Management, Llc
  Chicago, IL

Previous Registrations

• 2015-11-17 → 2019-08-12
  Opus Capital Management
  Cincinnati, OH
• 2003-05-12 → 2007-01-03
  Fmt Capital Management, Inc.
  Cordova, TN
• 2004-01-21 → 2004-12-31
  Ncf Financial Services, Inc.
  Cordova, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-02
• S63 Uniform Securities Agent State Law Examination
  2000-09-28

Designations

• Chartered Financial Analyst