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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-29-2021
- Office Locations
- 1
Office Locations
About Fountain Square Asset Management
Fountain Square Asset Management provides holistic financial planning and investment guidance, coordinating retirement planning, cash-flow and risk management, debt management, and estate strategy. The team works with first-time investors, working professionals, retirement-focused clients, and small business owners, tailoring strategies to individual goals. Portfolios emphasize asset allocation and portfolio construction using ETFs and mutual funds, with custody through Pershing.
Reported data analysis
What the numbers show
Between January 16, 2025 and March 23, 2026, reported AUM increased 13.4%, from $206.2M to $233.7M.
Across 5 reported observations, AUM increased 124.4% between December 15, 2022 and March 23, 2026, from $104.1M to $233.7M.
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 3 advisory representatives and 398 clients, or 132.7 clients per representative. That equates to $587.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Michael Anthony Livingston
Managing Partner
- CRD
- #2918839
- Ownership
- 75% or more
THOMAS WILLIAM EISENZIMMER
President
- CRD
- #1040633
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,460,347 | $342,357 |
| Non-Discretionary | $1,248,110 | $624,055 |
| Total | $233,708,457 | $343,184 |
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Separately Managed Accounts
SMA allocation detail is available
Fountain Square Asset Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.