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American Community Wealth Management, LLC

American Community Wealth Management, LLC. CRD 147376

American Community Wealth Management, LLC logo

CRD: 147376

American Community Wealth Management, LLC

Crystal Lake, IL, 60014
8154799024
www.amcomwealth.com
$195.4M Total AUM
$143.5M Disc. AUM
-- 3Y CAGR
5 Employees
516 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท LPL Financial
Clients
Retail and Institutional
Platforms
Meridian
Established Date
04-01-2008
Office Locations
1

Office Locations

381 S. Main Street Crystal Lake IL

About American Community Wealth Management, LLC

American Community Wealth Management, LLC (AMCom) has served individuals, families, and business owners since 2003, using a comprehensive planning process to set long-term, customized investment objectives. The firm provides financial planning and asset management, including portfolio construction plus retirement, tax/estate, and insurance planning. Portfolios commonly use ETFs, mutual funds, and fixed income; key platform relationships include Fidelity/NFS and LPL.

Team overview

54 AVG AGE
$48.8M AVG AUM / ADVISOR
$378.7K AVG AUM / CLIENT
12.3 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Pathway value Element optima Foundation value Glacier prime

Client Personas

Element Glacier vector

CRM

Vector meridian

Custodian

Prime Element focus Alpha Vertex vital Vector Frontier

Investment Themes

Pathway Harbor timber Signal

Investment Vehicles

Glacier Wave

Platform

Bridge Timber Oak frontier Value unison

Services

Ember momentum Beacon atlas Radial Catalyst vector Alpha bridge Insight Frontier Harbor

Technology

Value

Owner & Executives

R

RICK M. FRANCOIS

Manager, President

CRD
--
Ownership
Less than 5%
(697) 907-9083
focus.legacy@zenithcapital.com
in linkedin.com/in/vital-harbor
JOHN VINCENT GILLESPIE

JOHN VINCENT GILLESPIE

Chief Compliance Officer, Manager, SENIOR VICE PRESIDENT

CRD
#4738688
Ownership
Less than 5%
(280) 498-8224
peak.prime@primecapital.com
in linkedin.com/in/atlas-value
I

Insight north

Ember vector glacier

CRD
#25490
Ownership
45.5%
(403) 270-2477
zenith.zenith@radialcapital.com
in linkedin.com/in/bridge-foundation

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Contacts

K

KATHLEEN ANN DIXON

--

CRD
#4033179
(234) 279-5566
catalyst.oak@zenithcapital.com
in linkedin.com/in/pioneer-fusion
K

KYLE Robert HOSKINS

--

CRD
#8001665
(663) 470-8063
horizon.ridge@harborcapital.com
in linkedin.com/in/vector-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2011
05-16-2012
08-19-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $143,451,449 $411,036
Non-Discretionary $51,946,646 $641,317
Total $195,398,095 $454,414

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Separately Managed Accounts

Total SMA Asset: $195,398,095

$195.4M Total SMA
Public Funds:
17.6%
Equity - Exchange:
21.7%
Cash:
21.7%
Corporate - Investment Grade:
19.5%
Municipal Bonds:
9.0%
U.S. Government/Agency:
10.5%
Asset class Assets Assets %
Public Funds $384,765,977 17.6%
Equity - Exchange $474,398,961 21.7%
Cash $474,398,961 21.7%
Corporate - Investment Grade $426,303,213 19.5%
Municipal Bonds $196,755,329 9.0%
U.S. Government/Agency $229,547,884 10.5%
Total $2,186,170,325 100.0%

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