Overview
Assets Under Management: $206 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
FOUNTAIN SQUARE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316955), FOUNTAIN SQUARE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FOUNTAIN SQUARE ASSET MANAGEMENT, LLC is headquartered in CINCINNATI, OH.
FOUNTAIN SQUARE ASSET MANAGEMENT, LLC serves 65 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, FOUNTAIN SQUARE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FOUNTAIN SQUARE ASSET MANAGEMENT, LLC manages $206 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, FOUNTAIN SQUARE ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 615
Discretionary Accounts: 610
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 316955
Last Filing Date: 2025-01-16 00:00:00
Website: https://kbc.team