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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fountain Square Asset Management LLC
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| CRD # | 316955 |
| SEC # | 801-122772 |
| CIK # | |
| AUM | $206.2 M (2025-01-16) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 513-984-9111 |
| Address | 4520 Cooper Road Cincinnati, OH 45242 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 265 | 89.8 |
| (b) Individuals (high net worth individuals) | 65 | 112.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 2 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 615 | 206.2 |
| By Discretionary | ||
| Discretionary | 610 | 204.7 |
| Non-Discretionary | 5 | 1.5 |
| Total | 615 | 206.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.2 | |
| Total | 615 | 206.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Park State Asset Management LLC
✚
|
MA | 0.2 |
|
Spectrum Financial Resources LLC
✚
|
MI | 0.2 |
|
Millennium Capital Advisors LLC
✚
|
AR | 0.2 |
|
Ballast Asset Management LP
✚
|
TX | 0.2 |
|
MGO Private Wealth LLC
✚
|
CA | 0.2 |
|
Position Wealth LLC
✚
|
TX | 0.2 |
|
Avid Wealth Partners LLC
✚
|
TX | 0.2 |
|
Bingham Private Wealth LLC
✚
|
CA | 0.2 |
|
Cassia Capital Partners LLC
✚
|
NC | 0.2 |
|
Elevation Advisory Partners LLC
✚
|
FL | 0.2 |