FC Wealth Solutions provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
FC Wealth Solutions reports 163 clients. They include 118 individual clients, 30 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 100.0% ($101M across 416 accounts) are managed with discretion. It advised 163 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 34% |
| High-net-worth individuals | 18% | 58% |
| Pension and profit-sharing plans | 7% | 3% |
| Corporations and other businesses | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 118 | $34M | 33.7% | $288K |
| High-net-worth individuals | 30 | $58.3M | 57.7% | $1.94M |
| Pension and profit-sharing plans | 11 | $3.2M | 3.2% | $291K |
| Corporations and other businesses | 4 | $5.5M | 5.4% | $1.38M |
| Total | 163 | $101M | 100% | $620K |
- Clients
- 118
- Regulatory AUM
- $34M
- AUM share
- 33.7%
- Avg. per client
- $288K
- Clients
- 30
- Regulatory AUM
- $58.3M
- AUM share
- 57.7%
- Avg. per client
- $1.94M
- Clients
- 11
- Regulatory AUM
- $3.2M
- AUM share
- 3.2%
- Avg. per client
- $291K
- Clients
- 4
- Regulatory AUM
- $5.5M
- AUM share
- 5.4%
- Avg. per client
- $1.38M
Total
- Clients
- 163
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $620K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 163
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
FC Wealth Solutions charges up to 1.50% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial plans are charged a negotiated fixed fee of $1,000 to $5,000, paid in arrears upon completion.
Craig Cavicchia owns 50% to 75% of FC Wealth Solutions. The leadership team of FC Wealth Solutions includes Chief Investment Officer Michael Fickell and Chief Compliance Officer Craig Cavicchia. It has 4 employees.
Leadership
Craig CavicchiaPartner & Chief Compliance Officer
Michael FickellPartner & Chief Investment Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- Owns 50% to 75% of FC Wealth Solutions LLC
Craig Cavicchia
Control person · since October 2016
- Owns 50% to 75% of FC Wealth Solutions LLC
Michael Fickell
Control person · since October 2016
FC Wealth Solutions’ regulatory assets fell from $326M (January 2024) to $101M (April 2026); clients rose from 106 to 163 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $101M | 163 | 4 | 1 |
| May 2025 | $199M | 144 | 4 | 1 |
| January 2024 | $326M | 106 | 3 | 1 |
Besides its headquarters, FC Wealth Solutions has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 579 Executive Campus Drive Suite 230, WestervilleHQ
Contact and registration details
- Legal name
- FC Wealth Solutions LLC
- Headquarters
- 579 Executive Campus Drive Suite 230, Westerville, OH 43082
- Website
- fcwealthsolutions.com
- Phone
- 614-212-1015
- @fcwealthsolutions
- SEC file
- 801-128522
- Structure
- Ohio LLC
- Fiscal year end
- December
FC Wealth Solutions uses Fidelity ($91M, 90%), Interactive Brokers ($10M, 10%) and Fidelity ($0, 0%) as custodians for its separately managed accounts. FC Wealth Solutions does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $91M90%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $10M10%
At year end, FC Wealth Solutions’ separately managed accounts were mostly in funds (78%) and stocks (10%).
What the accounts hold
- Stocks10%
- Exchange-traded equities8%
- Non-exchange-traded equities2%
- Funds78%
- Bonds10%
- Cash2%
How many clients does FC Wealth Solutions have?
FC Wealth Solutions has 163 clients and manages $101 million for them, as of April 2026. They include 118 individual clients, 30 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 April 2026
What services does FC Wealth Solutions offer?
FC Wealth Solutions provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does FC Wealth Solutions charge?
FC Wealth Solutions charges up to 1.50% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A-FC WEALTH SOLUTIONS LLC, filed 14 April 2026
Which custodians does FC Wealth Solutions use?
FC Wealth Solutions’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $91M and Interactive Brokers LLC (Greenwich, CT), with $10M. The filing also lists National Financial Services LLC with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 April 2026
How many financial advisors does FC Wealth Solutions have?
FC Wealth Solutions has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does FC Wealth Solutions invest in?
At the end of its last fiscal year, FC Wealth Solutions’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 10% state and local bonds, 8% exchange-traded equities, 2% non-exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FC Wealth Solutions?
FC Wealth Solutions’ direct owners are Craig Cavicchia (50% to 75%) and Michael Fickell (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 April 2026
How does FC Wealth Solutions get paid?
FC Wealth Solutions is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact FC Wealth Solutions?
FC Wealth Solutions’ main office is at 579 Executive Campus Drive Suite 230, Westerville, OH 43082. Its phone number is 614-212-1015. Its website is fcwealthsolutions.com.