FCG Wealth Management LLC

Overview

FCG Wealth Management LLC operates as an independent, single-office RIA focused on financial planning and portfolio management for individuals, families and small businesses, with some institutional work. The firm uses a mix of fee arrangements—percentage of AUM, hourly and fixed fees—and provides both discretionary and non‑discretionary advisory relationships. Investment activity centers on pooled public funds as the core vehicle for client portfolios, with third‑party alternative managers used selectively to provide private market and hedge fund exposure. The firm is not positioned as an ESG specialist and does not present itself as a multi‑state adviser. FCG’s model fits a boutique adviser that combines hands‑on planning and portfolio construction with outsourced manager access. The emphasis on public mutual funds suggests the team prefers scalable, diversified building blocks for core allocation and uses external managers and private placements to add differentiated exposure where appropriate. Pension consulting and small business portfolio mandates indicate they also advise more structured liability‑driven or institutional-style strategies on a limited basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices