RIA Intel›Advisers›New Jersey›FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

Advisory

N·WARREN, NJ

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM
$1.0B
1-Year AUM Growth
+41.4%
3-Year CAGR
+25.3%
Employees
18
Assets Under Management
Total AUM$1.0B
Discretionary AUM$927M
Non-Discretionary AUM$93M
Discretionary %90.9%
Total Clients1,289
Team
Total Employees18
Investment Advisers28
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingMar 25, 2014
Latest FilingMar 31, 2025
🔒 Full AUM trend chart and 34 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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