Investment adviser · CRD 316955
FOUNTAIN SQUARE ASSET MANAGEMENT
Investment adviser filing (IA)
FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CINCINNATI, OH, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $234M Form ADV · Item 5.F
- Client accounts
- 681 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 83 | $134,284,902 | 57.5% |
| Individuals | 311 | $94,302,748 | 40.4% |
| Charities | Fewer than 5 | $3,872,697 | 1.7% |
| Retirement plans | Fewer than 5 | $1,248,110 | 0.5% |
Filing source
Form ADV 2060058 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
4520 COOPER ROAD, SUITE 201CINCINNATI, OH, 45242, United States
CRD 316955
Filing source
Form ADV 2060058 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.