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Fc Wealth Solutions LLC

● SEC registered since 2024CRD 286381SEC# 801-128522Westerville, OH
Export (members)
Reg. AUM
$199.4M
Employees
4
Accounts
355
Location
Westerville, OH

Fc Wealth Solutions LLC assets under management

Fc Wealth Solutions LLC is an investment advisory firm registered with the SEC based in Westerville, OH. The firm has been registered since 2024. It reports $199.4 million in regulatory assets under management and employs 4 people.
fcwealthsolutions.comView on SEC.gov ↗

Fc Wealth Solutions LLC owners & executives

2 reported
NameTitleOwnershipSince
Craig Robert Cavicchia ControlPartner & Chief Compliance Officer50-75%2016
Michael Wayne Fickell ControlPartner & Chief Investment Officer50-75%2016

Frequently asked questions

How much does Fc Wealth Solutions LLC manage?

Fc Wealth Solutions LLC reports $199.4 million in regulatory assets under management on its Form ADV.

How many employees does Fc Wealth Solutions LLC have?

Fc Wealth Solutions LLC reports 4 employees.

Where is Fc Wealth Solutions LLC located?

Fc Wealth Solutions LLC is based in Westerville, OH and has been SEC-registered since 2024.

Does Fc Wealth Solutions LLC disclose fund performance?

Fc Wealth Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address440 Polaris Parkway Suite 110, Westerville, OH 43082
Phone(614) 212-1015
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$199.4M
Non-discretionary$0
Total (RAUM)$199.4M