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Fcig Wealth Management, LLC

Fcig Wealth Management, LLC. CRD 329906

Fcig Wealth Management, LLC logo

CRD: 329906

Fcig Wealth Management, LLC

Plainfield, CT, 06374
8774205234
www.fcigwealth.com
$138.4M Total AUM
$138.4M Disc. AUM
-- 3Y CAGR
4 Employees
180 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Assetmark ยท SEI
Clients
Retail and Institutional
Platforms
UnisonFusion +more
Established Date
03-19-2024
Office Locations
3

Office Locations

648 Main Street Plantsville CT
658 Main Street Plantsville CT
94 Norwich Road Plainfield CT

About Fcig Wealth Management, LLC

FCIG Wealth Management is an independent, fee-based practice serving individuals and business owners with institutional-style portfolio management and comprehensive planning. The team acts as an outsourced CFO, coordinating investment decisions with in-house tax and insurance specialists across the broader FCIG organization. Services include retirement and rollover planning, charitable trust investing, Roth conversions, business retirement plans, cash management, and exit/buy-sell strategies.

Team overview

41 AVG AGE
$34.6M AVG AUM / ADVISOR
$769.1K AVG AUM / CLIENT
0.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Harbor wave Fusion Harbor oak Beacon fusion Horizon atlas

Client Personas

Signal

Custodian

Value Unison Momentum momentum Vital Capital vector

Investment Themes

Meridian matrix Fusion Catalyst glacier Alpha catalyst

Investment Vehicles

Bridge

Services

Insight Focus Unison Vital Vector foundation Momentum Vertex catalyst Wave Matrix foundation

Technology

Glacier Ridge crest Fusion legacy Eagle foundation

Owner & Executives

WILLIAM MARTIN GILMORE II

WILLIAM MARTIN GILMORE II

Owner

CRD
#4686895
Ownership
75% or more
(277) 820-1165
alpha.crest@legacycapital.com
in linkedin.com/in/ember-quantum
S

SONJA RAE WALL

Chief Compliance Officer

CRD
#4326706
Ownership
Less than 5%
(662) 594-5475
matrix.harbor@catalystcapital.com
in linkedin.com/in/atlas-harbor

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Contacts

R

RYAN P BOUCHARD

Principal

CRD
#5150809
(795) 256-3320
matrix.radial@vectorcapital.com
in linkedin.com/in/signal-signal
D

Daniel Peter DiClementi

--

CRD
#8248030
(793) 657-6368
legacy.ridge@capitalcapital.com
in linkedin.com/in/bridge-unison
P

Peak ridge

Summit crest

CRD
#43982
(764) 630-1314
element.beacon@fusioncapital.com
in linkedin.com/in/matrix-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-26-2024
03-13-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $138,444,170 $328,846
Non-Discretionary $0 --
Total $138,444,170 $328,846

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Separately Managed Accounts

Total SMA Asset: $138,444,170

$138.4M Total SMA
Other:
18.9%
Public Funds:
20.7%
Equity - Exchange:
5.1%
Corporate - Investment Grade:
14.8%
Municipal Bonds:
11.6%
Cash:
11.2%
U.S. Government/Agency:
8.6%
Sovereign Bonds:
9.1%
Asset class Assets Assets %
Other $971,161,843 18.9%
Public Funds $1,063,653,447 20.7%
Equity - Exchange $262,059,545 5.1%
Corporate - Investment Grade $760,486,523 14.8%
Municipal Bonds $596,057,004 11.6%
Cash $575,503,314 11.2%
U.S. Government/Agency $441,904,331 8.6%
Sovereign Bonds $467,596,443 9.1%
Total $5,138,422,450 100.0%

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