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Current Employers
Titleist Asset Management, Llc

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-07
  • TX RA
    APPROVED
    Since 2025-11-07

Branch Locations

777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 • United States

142 Ninth St, San Antonio, TX 78215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Professionals, Inc. San Antonio TX 06/2011 12/2016
Unemployed San Antonio TX 01/2017 04/2017
Advisors Asset Management, Inc Monument CO 04/2017 04/2018
Capfinancial Securities Llc Raleigh NC 09/2019 11/2025
Capfinancial Partners Llc (Captrust) Raleigh NC 09/2019 11/2025
South Texas Money Management 700 N St Marys St Ste 100 TX 04/2018 09/2019
Titleist Capital, Llc San Antonio TX 11/2025 Present
Titleist Asset Management, Llc San Antonio TX 11/2025 Present
  • 06/2011 → 12/2016
    Investment Professionals, Inc.
    San Antonio, TX
  • 01/2017 → 04/2017
    Unemployed
    San Antonio, TX
  • 04/2017 → 04/2018
    Monument, CO
  • 09/2019 → 11/2025
    Capfinancial Securities Llc
    Raleigh, NC
  • 09/2019 → 11/2025
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 04/2018 → 09/2019
    South Texas Money Management
    700 N St Marys St Ste 100, TX
  • 11/2025 → Present
    Titleist Capital, Llc
    San Antonio, TX
  • 11/2025 → Present
    San Antonio, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-30
S63 Uniform Securities Agent State Law Examination 1999-08-27
  • S65 Uniform Investment Adviser Law Examination
    1999-08-30
  • S63 Uniform Securities Agent State Law Examination
    1999-08-27
Other Names
  • Adam Mark Eisenhaver
  • Adam Mark Eisenhaver

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