FC WEALTH SOLUTIONS LLC
Latest filing: Jan 04, 2024 (322 days ago)
AUM
$326,000,000
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
3
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WESTERVILLE, OH
440 POLARIS PARKWAY SUITE 110, WESTERVILLE, OH, UNITED STATES, 43082
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 86 | $0.0 |
| Average Individual AUM | $290,698 | |
| HNW | 18 | $0.0 |
| Average HNW AUM | $1,277,778 | |
| Retail Total | 104 | $0.0 |
| Average Retail AUM | $461,538 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.3 |
| INTERACTIVE BROKERS LLC | GREENWICH-CT-USA | $0.0 |
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CRAIG CAVICCHIA | WESTERVILLE | OH | S66|2010-12-02 | ||||||
| CHRISTOPHER CASSIERE | WESTERVILLE | OH | S65|2014-02-21 | ||||||
| MICHAEL FICKELL | WESTERVILLE | OH | S63|2001-09-28|S65|2017-01-11 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| OH-02/24/2017, TX-06/06/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV