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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUCHSBAUM, DANIEL, LAWRENCE | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BUCHSBAUM, DANIEL, LAWRENCE | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | NA | |
| KUTAKOFF, KERI, ROBYN | I | CHIEF OPERATING OFFICER | NA | Control |
| KUTAKOFF, KERI, ROBYN | I | CHIEF OPERATING OFFICER | NA | Control |
| KUTAKOFF, KERI, ROBYN | I | CHIEF OPERATING OFFICER | NA | Control |
| KUTAKOFF, KERI, ROBYN | I | CHIEF OPERATING OFFICER | NA | Control |
| KUTAKOFF, KERI, ROBYN | I | CHIEF OPERATING OFFICER | NA | Control |
| KUTAKOFF, KERI, ROBYN | I | CHIEF OPERATING OFFICER | NA | Control |
| KUTAKOFF, KERI, ROBYN | I | CHIEF OPERATING OFFICER | NA | Control |
| RENSHAW, ROBERT, PHILIP | I | CHIEF COMPLIANCE OFFICER & SR. FINANCIAL STRATEGIST | NA | Control |
| RENSHAW, ROBERT, PHILIP | I | CHIEF COMPLIANCE OFFICER & SR. FINANCIAL STRATEGIST | NA | Control |
| RENSHAW, ROBERT, PHILIP | I | CHIEF COMPLIANCE OFFICER & SR. FINANCIAL STRATEGIST | NA | Control |
| RENSHAW, ROBERT, PHILIP | I | CHIEF COMPLIANCE OFFICER AND SR. FINANCIAL STRATEGIST | NA | Control |
| RENSHAW, ROBERT, PHILIP | I | CHIEF COMPLIANCE OFFICER AND SR. FINANCIAL STRATEGIST | NA | Control |
| RENSHAW, ROBERT, PHILIP | I | CHIEF COMPLIANCE OFFICER AND SR. FINANCIAL STRATEGIST | NA | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | E | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | E | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| ROCK, MARC, BRUCE | I | MEMBER AND MANAGING PARTNER | C | Control |
| SILVER, SCOTT, HARRIS | I | OWNER | C | Control |
| SILVER, SCOTT, HARRIS | I | OWNER | C | Control |
| SILVER, SCOTT, HARRIS | I | OWNER | C | Control |
| SILVER, SCOTT, HARRIS | I | OWNER | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER & CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER & CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER & CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| SILVER, SCOTT, HARRIS | I | MEMBER AND CHIEF FINANCIAL STRATEGIST | C | Control |
| BUCHSBAUM, DANIEL, LAWRENCE | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BUCHSBAUM, DANIEL, LAWRENCE | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BUCHSBAUM, DANIEL, LAWRENCE | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BUCHSBAUM, DANIEL, LAWRENCE | I | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| BUCHSBAUM, DANIEL, LAWRENCE | I | MEMBER | B | Control |
| BUCHSBAUM, DANIEL, LAWRENCE | I | MEMBER | B | Control |
| BUCHSBAUM, DANIEL, LAWRENCE | I | MEMBER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| HALPERN, JOSEPH | I | MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | B | Control |
| KLOTZ, ROBERT | I | OWNER | B | Control |
| KLOTZ, ROBERT | I | OWNER | B | Control |
| KLOTZ, ROBERT | I | OWNER | B | Control |
| KLOTZ, ROBERT | I | OWNER | B | Control |
| KLOTZ, ROBERT | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| KLOTZ, ROBERT, NMN | I | MEMBER & CHIEF OPERATING OFFICER | B | Control |
| LIPMAN, DAVID, A | I | OWNER | A | Control |
| LIPMAN, DAVID, A | I | OWNER | A | Control |
| LIPMAN, DAVID, A | I | OWNER | A | Control |
Registrations
Federal
IA
Jun 23, 2025 REGISTERED
Notice Filings (28)
AZ CA CO CT FL GA HI ID IL IN KY LA MA MD NC NE NH NJ NV NY OH OR PA SC TN TX VA WA
Address
10 INDEPENDENCE BLVDSUITE 120
WARREN, NJ 07059
United States
Phone: 732-346-1900