|
⚲
|
| FC Wealth Solutions LLC
✚
| |
|---|---|
| CRD # | 286381 |
| SEC # | 801-128522 |
| CIK # | |
| AUM | $326.0 MM (2024-01-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 614-212-1015 |
| Address | 440 Polaris Parkway Suite 110 Westerville, OH 43082 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 25.0 |
| (b) Individuals (high net worth individuals) | 18 | 23.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 278.0 |
| (n) Other | 0 | 0.0 |
| Total | 299 | 326.0 |
| By Discretionary | ||
| Discretionary | 299 | 326.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 299 | 326.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.0 | |
| Total | 299 | 326.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Silicon Valley Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Red Wave Investments LLC
✚
|
PA | 0.3 |
|
Brandon Financial Planning Inc
✚
|
TN | 0.3 |
|
Hoxton Capital Management USA LLC
✚
|
0.3 | |
|
Mosaic Advisors LLC
✚
|
TX | 0.3 |
|
Compass Financial Advisory Services LLC
✚
|
FL | 0.3 |
|
Stonehearth Capital Management LLC
✚
|
MA | 0.3 |
|
Threadgill Financial LLC
✚
|
TX | 0.3 |
|
The Main Street Group Ltd
✚
|
VA | 0.3 |
|
O'Keefe Stevens Advisory Inc
✚
|
NY | 0.3 |