RIA Intel›Advisers›Illinois›FOUNTAINHEAD FINANCIAL, LLC

FOUNTAINHEAD FINANCIAL, LLC

Advisory

N·CHICAGO, IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$543M
1-Year AUM Growth
+29.6%
3-Year CAGR
+6.9%
Employees
2
Assets Under Management
Total AUM$543M
Discretionary AUM$0
Non-Discretionary AUM$543M
Discretionary %0%
Total Clients100
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingJul 1, 2009
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 17+ 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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