FOUNTAINHEAD FINANCIAL, LLC
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About the firm
Fountainhead Financial LLC was founded in 2003 and has been engaged in financial planning and portfolio management since its inception. Headquartered in Chicago, Illinois, the firm serves clients around the globe in a fiduciary capacity, taking a holistic approach to managing finances.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Advisory services integrating portfolio management and financial planning, provided in a holistic manner
Who they serve
The independently wealthy, trusts, pensions, and corporate executives
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 14 | $8.1M |
| High Net Worth Individuals | 82 | $531M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $2.5M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 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. FOUNTAINHEAD FINANCIAL, LLC 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.
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