Fcig Wealth Management, LLC

RIASEC Registered

Total AUM

$282M

Discretionary

$282M

100% of AUM

Avg account

$267K

Accounts

1,058

Employees

Advisory reps

Firm details

Headquarters: Plainfield, Connecticut
CRD number: 329906
Registered since: March 19, 2024
Website: www.fcigwealth.com
Custodians: ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI56.22%
Individuals31.89%
Pension & Profit Sharing Plans10.92%
Other0.97%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fcig Wealth Management, LLC is an independent, individual-owned RIA organized as an LLC that registered with the SEC in 2024. The firm serves primarily individual and family clients and positions itself as a capital allocator, using outside managers alongside its own advisory services. Core offerings reported on the ADV include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements combine a percentage-of-AUM component with fixed fees. The firm does not identify as an active ESG investor and lists affiliations with an accountant and an insurance company.