Fountain Square Asset Management
SEC RegisteredDoes Your Money Deserve Our Help?
About the firm
Fountain Square Asset Management, LLC is a financial advisory firm based in Cincinnati, OH that coordinates all aspects of clients' financial pictures to provide guidance and insights. They work closely with clients to match strategy to individual needs, offering personalized financial planning rather than one-size-fits-all solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, financial advice including goal-setting, cash flow, and risk management, debt management, and estate strategy.
Who they serve
First-time investors, retirement planners, wealth-builders, small business owners, working professionals, and women from every background and walk of life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 311 | $94M |
| High Net Worth Individuals | 83 | $134M |
| Charitable Organizations | 2 | $1.2M |
| State/Municipal Entities | 2 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fountain Square Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched