Fountain Square Asset Management LLC

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Assets, Funds, Holdings

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Fountain Square Asset Management LLC
CRD #316955
SEC #801-122772
CIK #
AUM $158.2 MM (2024-03-15)
Employees 5 (60% Investors, 60% Brokers)
Phone513-984-9111
Address4520 Cooper Road
Cincinnati, OH 45242
Source [IAPD] [Website]
Total AUM ($MM)
16012896643202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 195 74.5
(b) Individuals (high net worth individuals) 65 80.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 3.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 548 158.2
By Discretionary
Discretionary 544 157.3
Non-Discretionary 4 0.8
Total 548 158.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 158.2
Total 548 158.2
Comparable Firms State AUM ($BB)
Millington Financial Advisors LLC
IL 0.2
Alpine Hill Advisors LLC
CT 0.2
Avantra Family Wealth Inc
PA 0.2
Attentive Investments LLC
CA 0.2
Greenshields Capital LLC
CA 0.2
Beacon Capital LLC
IA 0.2
Forteris Wealth Management Inc
NY 0.2
Winning Points Advisors LLC
FL 0.2
JK Financial Inc
TX 0.2
Whalen Wealth Management Inc
NV 0.2
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