FC WEALTH SOLUTIONS LLC
Firm details
- Headquarters
- WESTERVILLE, Ohio
- CRD number
- 286381
- Registered since
- January 5, 2024
- Website
- www.fcwealthsolutions.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.72%
- Individuals33.66%
- Corporations / Businesses5.45%
- Pension & Profit Sharing Plans3.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FC Wealth Solutions LLC is an independent, individual-owned registered investment adviser that became SEC-registered in 2024. The firm serves both individual and family clients as well as institutional clients, and it charges clients through a combination of percentage-of-AUM and fixed-fee arrangements. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- State & Local Bonds10%
- Exchange Traded Equities8%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Contacts
3 of 4CHRISTOPHER COMBS
Vice PresidentCRD 2410079
CRAIG CAVICCHIA
Co-FounderCRD 5833449
MICHAEL FICKELL
Co-FounderCRD 4209688
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTERVILLE, OH
DELAWARE
Location
WESTERVILLE, OH
Headquartered in WESTERVILLE, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- DELAWARE
- Address
- 579 Executive Campus Dr
- Time zone
- ET (UTC-5)
- Office locations
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