Unclaimed Profile

Adam Theodore Peltzer

FOUNTAIN CAPITAL MANAGEMENT LLC·LEAWOOD, Kansas

Clean record6 years registeredFOUNTAIN CAPITAL MANAGEMENT LLC

11551 ASH STREET, LEAWOOD, KS 66211CRD# 5678959Firm CRD# 109424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Theodore Peltzer · LEAWOOD, KS

Registration

CRD #5678959 · FOUNTAIN CAPITAL MANAGEMENT LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOUNTAIN CAPITAL MANAGEMENT LLC

TORTOISE CAPITAL ADVISORS, L.L.C.

Jan 2020 – Apr 2020

LEAWOOD, KS

Registrations & Exams

Registration record

First registered · January 17, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOUNTAIN CAPITAL MANAGEMENT LLC

CRD 109424 · SEC 801-54437

AUM

$674M

Regulatory assets under management

Employees

12 client accounts

Services offered by FOUNTAIN CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at FOUNTAIN CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Adam Theodore Peltzer offer?

Adam Theodore Peltzer specializes in Investment Management, Retirement Planning, Wealth Management.

What are Adam Theodore Peltzer's credentials?

Adam Theodore Peltzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Theodore Peltzer located?

Adam Theodore Peltzer is based in LEAWOOD, Kansas, last registered with FOUNTAIN CAPITAL MANAGEMENT LLC.

How does Adam Theodore Peltzer charge for services?

Adam Theodore Peltzer's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOUNTAIN CAPITAL MANAGEMENT LLC?

FOUNTAIN CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $674M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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