FC WEALTH SOLUTIONS LLC

Adviser information for FC WEALTH SOLUTIONS LLC last updated from Form ADV on January 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Ohio, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 299 $326.0M
Non-Discretionary 0 $0
Total 299 $326.0M

Clients

Type Number RAUM
Individuals 86 $25.0M
HNW Individuals 18 $23.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 2 $278.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 106
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-128522
SEC ERA File Number 801-128522
SEC CIK Numbers None
SEC CRD Numbers 286381
Legal Entity Identifier None

Principal Office

440 POLARIS PARKWAY SUITE 110
WESTERVILLE
OH
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (614) 212-1015, Fax: None

Chief Compliance Officer

CRAIG CAVICCHIA
PARTNER & CHIEF COMPLIANCE OFFICER
440 POLARIS PARKWAY SUITE 110
WESTERVILLE
OH
United States
Tel: (614) 306-1630
Fax: (614) 306-1630
(Full email address available in API data)

Regulatory Contact

MICHAEL WAYNE FICKELL
PARTNER & CHIEF INVESTMENT OFFICER
440 POLARIS PARKWAY SUITE 110
WESTERVILLE
OH
United States
Tel: (614) 306-1630
Fax: (614) 306-1630
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CAVICCHIA, CRAIG, ROBERT Individual PARTNER & CHIEF COMPLIANCE OFFICER 10/2016 50-75%
FICKELL, MICHAEL, WAYNE Individual PARTNER & CHIEF INVESTMENT OFFICER 10/2016 50-75%

No. Employees, Historic

10502023202420253 on 7/6/20233 on 1/4/2024

RAUM, Historic

400M200M0202320242025326000000 on 7/6/2023326000000 on 1/4/2024

No. Clients, Historic

2001000202320242025106 on 7/6/2023106 on 1/4/2024