Best Investors Account Sign in
Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

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

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Antonio, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor