SourcingSourcing

FOUNTAIN SQUARE ASSET MANAGEMENT, LLC

C47
CRD 316955·SEC 801-122772·CINCINNATI, OH
AUM
$233.7M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$701K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FOUNTAIN SQUARE ASSET MANAGEMENT, LLC
CRD
316955
SEC file #
801-122772
EIN
—
DBA names
Fountain Square Asset Management

Economics

AUM
$233.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$104.1M → $233.7M▲ +124%
Client mix
Individuals Other311
Individuals High Net Worth83
Pension Profit Sharing Plans2
Charitable Organizations2

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
fsqam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Livingston, Michael, Anthony
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Livingston, Michael, Anthony
EISENZIMMER, THOMAS, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FSQAM.COM
Rdap Domain Creation Date
2021-09-09T20:37:25Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-09T20:37:25Z
Rdap Domain Last Changed
2025-08-10T04:08:04Z
Rdap Nameservers
Doug.ns.cloudflare.comGalilea.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2918839
Trust Company Affiliate
No

People (4)

4
Livingston, Michael, Anthony
IAR · Direct Owner · 87.5%
2918839
EISENZIMMER, THOMAS, WILLIAM
IAR · Executive Officer · 2.5%
1040633
MANCINI, ANGELO, A
IAR · Executive Officer · 2.5%
4146759
MASON, DENNIS, RICHARD
Executive Officer · 2.5%
3107130