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FOUNTAIN SQUARE ASSET MANAGEMENT
FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD 316955 · SEC 801-122772
4520 COOPER ROAD, SUITE 201, CINCINNATI, OH, 45242, United States
Phone
513-984-9111
Fax
513-984-9666
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.7M
Discretionary AUM
$232.5M
Team
5 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 311 | $94.3M |
| High net worth individuals | 83 | $134.3M |
| Pension/profit sharing plans | 2 | $1.2M |
| Charitable organizations | 2 | $3.9M |
States served
IN, KY, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD