FC Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$92,300,000
Clients
148
Advisors
4
of 4 employees
About
FC Wealth Solutions serves individual clients, including high-net-worth individuals, and corporate clients, offering discretionary portfolio management and one-time financial planning. The firm prepares an Investment Policy Statement for each client and provides ongoing monitoring and implementation of tailored portfolios, with no stated account minimum.
The firm employs a mix of fundamental, quantitative, technical analysis and modern portfolio theory to manage assets, using both long-term and short-term trading approaches. Its investment lineup includes a short-term, rules-based Tactical S&P mean-reversion strategy (typically holding positions three to four days and remaining in cash about half the time) alongside actively managed ETF-based Core Equity and Core Bond strategies, and it may utilize margin, options and futures as part of its programs.
Noteworthy for a firm of its size, FC Wealth Solutions manages roughly $101 million for about 148 clients with a small advisory team and relies on discretionary authority for trading. It also invests across a broad set of instruments — including hedge funds, private equity, private placements, commodities and precious metal ETFs — recommends Fidelity and Interactive Brokers as custodians, and recently changed its billing cadence to assess advisory fees monthly in arrears.
Client services
Expertise
Fee options
Fixed fees for financial planning range between $1,000 and $5,000.
$0 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.00% $5,000,001 - And Up: Up to 0.85%
Main office
579 Executive Campus Drive Suite 230
Westerville OH 43082
Advisors at this office
4
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael F
Series 63, Series 65
Westerville, OH
FC Wealth Solutions LLC
Michael Fickell is a financial advisor with FC Wealth Solutions LLC in Westerville, OH, holding Series 63 and Series 65 credentials and having 19 years of industry experience. He has worked at FC Wealth Solutions since 2016, following a brief tenure at Lincoln Financial Advisors. FC Wealth Solutions serves individual and corporate clients, including high-net-worth individuals, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing assets with both long-term and short-term strategies across a diverse range of instruments.
Craig C
Series 66
Westerville, OH
FC Wealth Solutions LLC
Craig Cavicchia is a financial advisor with FC Wealth Solutions LLC in Westerville, OH. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining FC Wealth Solutions in 2016, he worked at Northwest Asset Management for one year. FC Wealth Solutions serves individual and corporate clients, providing discretionary portfolio management and one-time financial planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage assets with both long- and short-term strategies.
Christopher C
Series 65
Westerville, OH
FC Wealth Solutions LLC
Christopher Cassiere is a financial advisor at FC Wealth Solutions LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Shoker Investment Counsel, Inc. since 2007, alongside his current role at FC Wealth Solutions since 2020. FC Wealth Solutions provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, implementing portfolios through systematic, rules-based ETF strategies and opportunistic trading.
Christopher C
Westerville, OH
FC Wealth Solutions LLC
Christopher Combs is a financial advisor with FC Wealth Solutions LLC in Westerville, Ohio, holding 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also the owner and president of Combs Insurance Services Agency and serves as a board member of York Golf Club in Columbus, Ohio. FC Wealth Solutions serves both individual and corporate clients, managing roughly $101 million for about 148 clients through discretionary portfolio management and financial planning. The firm employs a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory, offering a range of actively managed and tactical investment strategies.
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