F
$12.2M Total AUM
$12.2M Disc. AUM
-- 3Y CAGR
1 Employees
91 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-23-2025
- Office Locations
- 1
Office Locations
400 N Main St. Harrison AR
About Fountain Financial & TAX
Fountain Financial & TAX is a Harrison-based RIA. The firm has been operating for 0 years. Managing $12.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$134.5K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEFFREY SCOTT FOUNTAIN
President
- CRD
- #4996546
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,235,803 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,235,803 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Equity - OTC:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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