RIA Intel›Advisers›Arizona›FOUNTAIN FINANCIAL GROUP, INC.

FOUNTAIN FINANCIAL GROUP, INC.

Advisory

FOUNTAIN HILLS, AZ

Data as of May 7, 2026 · Source: SEC Form ADV

Average account

$95K

across 403 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees5

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, MN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

67 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

SECURE INVESTMENT MANAGEMENT, LLC

$38M

THE LESSARD INVESTMENT GROUP LLC

$39M

BENCHMARK FINANCIAL LTD

$39M

KRAKOWIAK FREDERICK ALAN

$38M

$38M

LARSON WEALTH MANAGEMENT, LLC

$37M

Get the full picture on FOUNTAIN FINANCIAL GROUP, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FOUNTAIN FINANCIAL GROUP, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans