RIA Intel›Advisers›Maryland›FOUNTAINHEAD FIDUCIARY, LLC

FOUNTAINHEAD FIDUCIARY, LLC

Advisory

SOLOMONS, MD, MD

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$143K

across 87 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients43

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, VA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

43 clients

22 high-net-worth

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

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

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CADENCE PLANNING, LLC

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