FOUNTAINHEAD CAPITAL MANAGEMENT, LLC
Legal name: FOUNTAINHEAD ADVISORS
CRD #156185 SEC #801-79472 WARREN, NJ 732-346-1900
SEC Registered
Total AUM
$1B
Discretionary
$927.1M
Employees
28
Clients
--
Accounts
3,733
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1B | $927.1M | $92.9M | 28 | 13 |
| Jun 2025 | $1B | $927.1M | $92.9M | 28 | 13 |
| May 2025 | $1B | $927.1M | $92.9M | 28 | 13 |
| Mar 2025 | $1B | $927.1M | $92.9M | 28 | 13 |
| Jun 2024 | $721.6M | $693.3M | $28.3M | 26 | 21 |
| Mar 2024 | $721.6M | $693.3M | $28.3M | 26 | 21 |
| Sep 2023 | $506.5M | $474.6M | $32M | 23 | 28 |
| Jun 2023 | $506.5M | $474.6M | $32M | 23 | 28 |
| May 2023 | $506.5M | $474.6M | $32M | 23 | 28 |
| Mar 2023 | $506.5M | $474.6M | $32M | 23 | 28 |
| Apr 2022 | $515.6M | $481.9M | $33.8M | 22 | 16 |
| Mar 2022 | $515.6M | $481.9M | $33.8M | 22 | 16 |
| Sep 2021 | $400.8M | $345.3M | $55.5M | 23 | 0 |
| Apr 2021 | $400.8M | $345.3M | $55.5M | 23 | 0 |
| Apr 2021 | $400.8M | $345.3M | $55.5M | 23 | 0 |
| Mar 2021 | $400.8M | $345.3M | $55.5M | 23 | 0 |
| Sep 2020 | $314.9M | $257.2M | $57.6M | 24 | 37 |
| Aug 2020 | $314.9M | $257.2M | $57.6M | 24 | 37 |
| Jun 2020 | $314.9M | $257.2M | $57.6M | 24 | 37 |
| Mar 2020 | $314.9M | $257.2M | $57.6M | 24 | 37 |
| Feb 2020 | $218.7M | $182.2M | $36.4M | 19 | 13 |
| Jul 2019 | $218.7M | $182.2M | $36.4M | 19 | 13 |
| Mar 2019 | $218.7M | $182.2M | $36.4M | 19 | 13 |
| Jan 2019 | $167.1M | $112M | $55.1M | 11 | 14 |
| Aug 2018 | $167.1M | $112M | $55.1M | 11 | 14 |
| Mar 2018 | $167.1M | $112M | $55.1M | 11 | 14 |
| Jul 2017 | $147.4M | $91.3M | $56.1M | 11 | 400 |
| Mar 2017 | $147.4M | $91.3M | $56.1M | 11 | 400 |
| Dec 2016 | $153.5M | $96M | $57.5M | 15 | 400 |
| Jul 2016 | $153.5M | $96M | $57.5M | 15 | 400 |
| Jul 2016 | $153.5M | $96M | $57.5M | 15 | 400 |
| Mar 2016 | $153.5M | $96M | $57.5M | 15 | 400 |
| May 2015 | $128.6M | $90.2M | $38.4M | 13 | 300 |
| Apr 2015 | $128.6M | $90.2M | $38.4M | 13 | 300 |
| Mar 2015 | $128.6M | $90.2M | $38.4M | 13 | 300 |
| Feb 2015 | $101M | $64.7M | $36.3M | 16 | 225 |
| Mar 2014 | $101M | $64.7M | $36.3M | 16 | 225 |
DateJun 2025
Total AUM$1B
Discretionary$927.1M
Non-Disc.$92.9M
Employees28
Clients13
DateJun 2025
Total AUM$1B
Discretionary$927.1M
Non-Disc.$92.9M
Employees28
Clients13
DateMay 2025
Total AUM$1B
Discretionary$927.1M
Non-Disc.$92.9M
Employees28
Clients13
DateMar 2025
Total AUM$1B
Discretionary$927.1M
Non-Disc.$92.9M
Employees28
Clients13
DateJun 2024
Total AUM$721.6M
Discretionary$693.3M
Non-Disc.$28.3M
Employees26
Clients21
DateMar 2024
Total AUM$721.6M
Discretionary$693.3M
Non-Disc.$28.3M
Employees26
Clients21
DateSep 2023
Total AUM$506.5M
Discretionary$474.6M
Non-Disc.$32M
Employees23
Clients28
DateJun 2023
Total AUM$506.5M
Discretionary$474.6M
Non-Disc.$32M
Employees23
Clients28
DateMay 2023
Total AUM$506.5M
Discretionary$474.6M
Non-Disc.$32M
Employees23
Clients28
DateMar 2023
Total AUM$506.5M
Discretionary$474.6M
Non-Disc.$32M
Employees23
Clients28
DateApr 2022
Total AUM$515.6M
Discretionary$481.9M
Non-Disc.$33.8M
Employees22
Clients16
DateMar 2022
Total AUM$515.6M
Discretionary$481.9M
Non-Disc.$33.8M
Employees22
Clients16
DateSep 2021
Total AUM$400.8M
Discretionary$345.3M
Non-Disc.$55.5M
Employees23
Clients0
DateApr 2021
Total AUM$400.8M
Discretionary$345.3M
Non-Disc.$55.5M
Employees23
Clients0
DateApr 2021
Total AUM$400.8M
Discretionary$345.3M
Non-Disc.$55.5M
Employees23
Clients0
DateMar 2021
Total AUM$400.8M
Discretionary$345.3M
Non-Disc.$55.5M
Employees23
Clients0
DateSep 2020
Total AUM$314.9M
Discretionary$257.2M
Non-Disc.$57.6M
Employees24
Clients37
DateAug 2020
Total AUM$314.9M
Discretionary$257.2M
Non-Disc.$57.6M
Employees24
Clients37
DateJun 2020
Total AUM$314.9M
Discretionary$257.2M
Non-Disc.$57.6M
Employees24
Clients37
DateMar 2020
Total AUM$314.9M
Discretionary$257.2M
Non-Disc.$57.6M
Employees24
Clients37
DateFeb 2020
Total AUM$218.7M
Discretionary$182.2M
Non-Disc.$36.4M
Employees19
Clients13
DateJul 2019
Total AUM$218.7M
Discretionary$182.2M
Non-Disc.$36.4M
Employees19
Clients13
DateMar 2019
Total AUM$218.7M
Discretionary$182.2M
Non-Disc.$36.4M
Employees19
Clients13
DateJan 2019
Total AUM$167.1M
Discretionary$112M
Non-Disc.$55.1M
Employees11
Clients14
DateAug 2018
Total AUM$167.1M
Discretionary$112M
Non-Disc.$55.1M
Employees11
Clients14
DateMar 2018
Total AUM$167.1M
Discretionary$112M
Non-Disc.$55.1M
Employees11
Clients14
DateJul 2017
Total AUM$147.4M
Discretionary$91.3M
Non-Disc.$56.1M
Employees11
Clients400
DateMar 2017
Total AUM$147.4M
Discretionary$91.3M
Non-Disc.$56.1M
Employees11
Clients400
DateDec 2016
Total AUM$153.5M
Discretionary$96M
Non-Disc.$57.5M
Employees15
Clients400
DateJul 2016
Total AUM$153.5M
Discretionary$96M
Non-Disc.$57.5M
Employees15
Clients400
DateJul 2016
Total AUM$153.5M
Discretionary$96M
Non-Disc.$57.5M
Employees15
Clients400
DateMar 2016
Total AUM$153.5M
Discretionary$96M
Non-Disc.$57.5M
Employees15
Clients400
DateMay 2015
Total AUM$128.6M
Discretionary$90.2M
Non-Disc.$38.4M
Employees13
Clients300
DateApr 2015
Total AUM$128.6M
Discretionary$90.2M
Non-Disc.$38.4M
Employees13
Clients300
DateMar 2015
Total AUM$128.6M
Discretionary$90.2M
Non-Disc.$38.4M
Employees13
Clients300
DateFeb 2015
Total AUM$101M
Discretionary$64.7M
Non-Disc.$36.3M
Employees16
Clients225
DateMar 2014
Total AUM$101M
Discretionary$64.7M
Non-Disc.$36.3M
Employees16
Clients225