FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
DBA: FOUNTAIN SQUARE ASSET MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $233.7M |
| Discretionary | $232.5M99% of AUM |
| Non-Discretionary | $1.2M |
| Client Accounts | 681 |
| Avg Account Size | $343K |
| Employees | 5 |
| Peak AUM | $233.7MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $234M | +13.4% | +24.4% | — | |
| Discretionary AUM | $232M | ||||
Key Metrics
| Total AUM | $233.7M |
| Discretionary | $232.5M |
| Employees | 5 |
| Client Accounts | 681 |
| Client Range | 26-50 |
Contact & Location
Address
4520 COOPER ROAD
CINCINNATI OH 45242
Phone
513-984-9111
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$232M
99.5% of AUM
Non-Discretionary
$1M
0.5% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported