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| Keyboard |
| Fountain Square Asset Management LLC
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|---|---|
| CRD # | 316955 |
| SEC # | 801-122772 |
| CIK # | |
| AUM | 233.7 M (2026-03-23) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Fees | |
| Minimum | |
| 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) | 311 | 94.3 |
| (b) Individuals (high net worth individuals) | 83 | 134.3 |
| (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 | 2 | 1.2 |
| (h) Charitable organizations | 2 | 3.9 |
| (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 | 681 | 233.7 |
| By Discretionary | ||
| Discretionary | 679 | 232.5 |
| Non-Discretionary | 2 | 1.2 |
| Total | 681 | 233.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.7 | |
| Total | 681 | 233.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Belleair Asset Management LLC
✚
|
FL | 234.3 M |
|
Bonfire Financial LLC
✚
|
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|
Daviman Financial LLC
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233.9 M | |
|
The Aranda Group Advisors LLC
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|
Geneva Financial Group LLC
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|
MPI Wealth Management LLC
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IL | 233.6 M |
|
Brentview Investment Management LLC
✚
|
IL | 233.4 M |
|
Catalyst Financial NW Corporation
✚
|
OR | 233.4 M |
|
Aspirean Wealth LLC
✚
|
CA | 233.2 M |
|
Ironwood Wealth Management Inc
✚
|
WV | 233.1 M |