Fountain Square Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$228,587,650
Clients
394
Advisors
3
of 5 employees
About
Fountain Square Asset Management is a registered investment adviser that serves individuals (including high-net-worth clients), families, and institutional entities such as retirement plans, estates and trusts. The firm, organized in 2021 and operating with a small team of advisors, provides ongoing discretionary and non‑discretionary portfolio management along with financial planning and consulting services to roughly 394 clients and manages about $233.7 million in client assets.
Investment management is delivered primarily through discretionary, model‑based portfolios that the firm oversees and frequently sub‑advises to third‑party managers; clients’ accounts typically include exchange‑listed securities, mutual funds, ETFs and separate accounts, with occasional use of private funds or private placements. Fountain Square emphasizes asset allocation (including mean‑variance optimization) and employs a mix of fundamental, technical, quantitative and qualitative analysis in constructing and monitoring portfolios.
What distinguishes the firm among peers of similar size is its use of third‑party sub‑advisers for model portfolios and its participation in the Pershing Advisor Solutions institutional program, which provides access to institutional trading, custody and technology benefits (and which the firm discloses as a potential conflict of interest). The brochure also discloses that several supervised persons maintain outside broker‑dealer and insurance licenses, and the firm notes policies such as a Code of Ethics and other procedures intended to address those conflicts; financial planning is generally provided at no additional charge to investment clients.
Client services
Expertise
Fee options
up to 1.25% annually
Commissions are received by certain personnel acting as registered representatives or licensed insurance agents for separate securities or insurance products; these are separate from the advisory fees.
Main office
4520 Cooper Road, Suite 201
Cincinnati OH 45242
Advisors at this office
3
Most active in
Florida · Indiana · Kentucky · Ohio · Texas
Also doing business as
Fountain Square Asset Management · Fountain Square Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas E
Series 63
Cincinnati, OH
Fountain Square Asset Management
Thomas Eisenzimmer is a financial advisor at Fountain Square Asset Management with 43 years of industry experience. He holds a Series 63 designation and has worked at Cetera Wealth Services, Concourse Financial Group Securities, and has operated Eisenzimmer Financial Services since 1991. He also owns and operates an independent registered investment advisory firm. Fountain Square Asset Management is an SEC-registered advisory firm serving individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm manages approximately $206 million across 330 client accounts, using model portfolios and a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tax awareness.
Michael L
CFP®, Series 63, Series 66
Cincinnati, OH
Fountain Square Asset Management
Michael Livingston is a CFP® with 28 years of experience in financial services. He is currently with Fountain Square Asset Management and previously worked at Cetera Wealth Services, Securities America, and Concourse Financial Group Securities. He serves on the advisory board for the School of Business at Gateway Technical and Community College, providing guidance on business programs and potentially speaking to classes about personal financial planning. Fountain Square Asset Management is an SEC-registered firm offering tailored portfolio management and financial planning to individuals, corporations, and institutions. The firm employs model portfolios with a focus on asset allocation and integrates various analytical approaches, serving approximately 330 client accounts with discretionary and non-discretionary management options.
Angelo M
Series 63, Series 66
Cincinnati, OH
Fountain Square Asset Management
Angelo Mancini Jr. is a financial advisor at Fountain Square Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Concourse Financial Group Securities Inc. and Cetera Wealth Services, LLC. Mancini also provides life and annuity insurance products as part of his professional activities. Fountain Square Asset Management is an SEC-registered firm that offers tailored portfolio management and financial planning services to individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm manages approximately $206 million across 330 client accounts, employing a model portfolio approach with discretionary and non-discretionary options, emphasizing asset allocation, tax awareness, and client-imposed investment restrictions.
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