WESTERVILLE, OHCRD 286381Latest ADV April 14, 2026
Fc Wealth Solutions LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westerville, OH. Its latest Form ADV filing, dated April 14, 2026, reports $101M in regulatory assets under management, 4 employees, and 416 accounts.
Assets Under Management
$101M
Employees
4
Offices
--
Total Clients
163
Primary office
WESTERVILLE, OH
579 EXECUTIVE CAMPUS DRIVE SUITE 230, WESTERVILLE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
118
2
HNWI
18.4%
30
3
Pension Plans
6.7%
11
4
Corporations
2.5%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of April 14, 2026
Discretionary100.0%
$101M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$101M
Total Accounts416
10Y AUM Change$-225M (-69.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee41:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.