Fountain Square Asset Management, Llc
- Regulatory AUM
- $234M
- Discretionary
- $232M
- Clients
- 398
- Avg AUM / client
- $587K
- Accounts
- 681
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 311 | $94.3M | 40.4% |
| High net worth individuals | 83 | $134M | 57.5% |
| Pension and profit sharing plans | 2 | $1.2M | 0.53% |
| Charitable organizations | 2 | $3.9M | 1.66% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angelo A Mancini | Investment Advisor Rep | Aug 2021 (5y) | Less than 5% | |
| Michael Anthony Livingston | Financial Planner | CFP | Aug 2021 (5y) | 25% – 50% |
| Thomas William Eisenzimmer | Chief Executive Officer | Aug 2021 (5y) | 50% – 75% | |
| Mason, Dennis, Richard | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 932 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Pershing $222M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗