← Tributary

FOUNTAIN SQUARE ASSET MANAGEMENT

CINCINNATI, OH · CRD 316955 · IAPD ↗ · fsqam.com · 513-984-9111

$233.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2025 — FOUNTAIN SQUARE ASSET MANAGEMENT reported RAUM up 30% ($158.2M -> $206.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — FOUNTAIN SQUARE ASSET MANAGEMENT reported RAUM up 30% ($121.3M -> $158.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.