Adam
Eagleston
Formidable Asset Management, LLC
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About this Advisor
Adam Eagleston is a chartered financial analyst operating in Cincinnati, Ohio who has 3 years of relevant experience. Eagleston is currently employed by Formidable Asset Management, LLC. Over the course of their career, they have held roles at Opus Capital Group, LLC, Formidable Asset Management, LLC and Driehaus Capital Management, LLC. Eagleston holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama and Ohio. Formidable Asset Management, LLC is a financial advisory firm that has its headquarters in Cincinnati, OH. The investment advisory business has offices in two locations and a total of 15 employees. It handles $632 million in assets between its 1,778 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 1,778 client accounts, 22% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and pension consulting services. Fees charged by financial advisors largely are based on the type of services provided. Fees billed by Formidable Asset Management, LLC can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Formidable Asset Management, LLC Brokerage Details
$632,038,209
15
1,778
$355,477
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
Adam Eagleston Work History
Adam has been registered as a financial advisor for 3 years.*
Formidable Asset Management, LLC
Driehaus Capital Management, LLC
Opus Capital Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Eagleston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Formidable Asset Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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