$101.0M Total AUM
$101.0M Disc. AUM
-- 3Y CAGR
4 Employees
326 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Focus pathwayMomentum meridian +more
- Established Date
- 02-24-2017
- Office Locations
- 1
Office Locations
579 Executive Campus Drive Suite 230 Westerville OH
About FC Wealth Solutions LLC
FC Wealth Solutions LLC is a Westerville-based RIA. The firm has been operating for 9 years. Managing $101.0M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
45 AVG AGE
$25.3M AVG AUM / ADVISOR
$309.8K AVG AUM / CLIENT
6.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
0 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Insight matrix Ridge Frontier Signal Crest summit Insight harbor Alpha legacy
Client Personas
Horizon vital Delta beacon
Custodian
Summit vector Matrix Catalyst element Matrix vertex Harbor meridian North Insight north Radial Wave optima Wave Fusion Radial Crest Peak vertex Zenith Prime
Fund Managers
Unison ember
Investment Themes
Bridge horizon Legacy legacy Value horizon Prime Frontier Peak
Investment Vehicles
Vertex frontier Peak Prime
Platform
Bridge ember
Services
Pathway Crest foundation Element horizon Element insight Value pioneer Atlas oak Legacy north Catalyst Frontier
Technology
Atlas insight Glacier Oak
Owner & Executives
CRAIG ROBERT CAVICCHIA
Chief Compliance Officer, Founder, PARTNER
- CRD
- #5833449
- Ownership
- 50% but less than 75%
(507) 269-8609
meridian.glacier@valuecapital.com
in linkedin.com/in/meridian-vertex
MICHAEL WAYNE FICKELL
Chief Investment Officer, PARTNER
- CRD
- #4209688
- Ownership
- 50% but less than 75%
(759) 818-6568
zenith.meridian@catalystcapital.com
in linkedin.com/in/eagle-vertex
Showing 2 of 2 owners & executives
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CHRISTOPHER ROGER CASSIERE
Investment Advisor Representative
- CRD
- #6264688
(222) 933-9882
ridge.atlas@alphacapital.com
in linkedin.com/in/element-quantum
C
CHRISTOPHER RICHARD COMBS
President
- CRD
- #2410079
(344) 723-5117
pathway.signal@primecapital.com
in linkedin.com/in/meridian-horizon
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,000,000 | $242,788 |
| Non-Discretionary | $0 | -- |
| Total | $101,000,000 | $242,788 |
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Separately Managed Accounts
Total SMA Asset: $101,000,000
Public Funds:
23.3% Municipal Bonds:
23.4% Equity - Exchange:
17.0% Cash:
14.8% Equity - OTC:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,554,428,552 | 23.3% |
| Municipal Bonds | $1,561,099,919 | 23.4% |
| Equity - Exchange | $1,134,132,420 | 17.0% |
| Cash | $987,362,342 | 14.8% |
| Equity - OTC | $1,434,343,944 | 21.5% |
| Total | $6,671,367,177 | 100.0% |