Adam Eagleston has been an investment adviser representative at Formidable Asset Management since January 2020, and is not listed among the firm’s executive officers or direct owners. Adam Eagleston holds a B.S. in Financial Management from Clemson University.
Formidable Asset Management, LLC is a Cincinnati, OH firm with $903M under management, 900 clients and 14 advisers across 4 offices, as of its August 2026 filing.
Adam Eagleston is Chief Investment Officer of Formidable Asset Management. He has over 25 years of investment experience. Before joining Formidable, he was a Principal and Portfolio Manager at Opus Capital and a Vice President and Senior Portfolio Manager at Huntington National Bank. He previously served as Chief Investment Officer of First Mercantile Trust Company.
Adam Eagleston’s longest registration is the current one, 6 years at Formidable Asset Management since 2020. Before joining Formidable Asset Management in 2020, Adam Eagleston was registered through Opus Capital Management and NCF Financial Services, Inc.
- – present · 6 yearsCincinnati, OH · Adviser representative · Firm CRD 167555
- Opus Capital Management– · 3 yearsCincinnati, OH · Adviser representative · Firm CRD 106528
- NCF Financial Services, Inc.– · under a yearCordova, TN · Adviser representative · Firm CRD 120471
- FMT Capital Management, Inc.– · 3 yearsCordova, TN · Adviser representative · Firm CRD 107174
Investment adviser representative registrations
Adam Eagleston is registered as an investment adviser representative in Ohio, since January 2020.
- OhioSince 24 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 September 2000 |
| Series 7 | General Securities Representative Examination | 8 September 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Thomas Eagleston
- CRD
- 4253142
- Firm
- Formidable Asset Management · CRD 167555
- Office
- 221 E. 4TH STREET, SUITE 2700, Cincinnati, OH 45202
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- formidableam.com
Where does Adam Eagleston work?
Adam Eagleston is an investment adviser representative registered through Formidable Asset Management, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Adam Eagleston a financial advisor?
Yes. Adam Eagleston has a current investment-adviser registration in Ohio, through Formidable Asset Management since January 2020.
How many years of experience does Adam Eagleston have?
Adam Eagleston has 14 years in the financial industry, since September 2012, across 4 adviser firms.
What exams has Adam Eagleston passed?
Adam Eagleston has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 2000.
Where did Adam Eagleston work before Formidable Asset Management?
Before Formidable Asset Management, Adam Eagleston was registered through Opus Capital Management, November 2015 to August 2019; NCF Financial Services, Inc., January 2004 to December 2004; FMT Capital Management, Inc., May 2003 to January 2007.
Where is Adam Eagleston based?
Adam Eagleston’s registered office is in Cincinnati, OH.
Is Adam Eagleston registered with FINRA?
No. Adam Eagleston has no current broker registration.
How can I verify Adam Eagleston’s record?
Search CRD 4253142 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Eagleston’s full registration record.
