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FC Wealth Solutions LLC

Westerville, OHSEC-registered investment adviserCRD 286381

Filed as FC WEALTH SOLUTIONS LLC

FC Wealth Solutions LLC is an SEC-registered investment advisory firm in Westerville, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

2 years
registered since 2024
$101,000,000
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is FC Wealth Solutions LLC compensated?

On its Form ADV (Item 5.E, October 2026), FC Wealth Solutions LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is FC Wealth Solutions LLC located?

FC Wealth Solutions LLC's principal office is in Westerville, OH, according to its Form ADV.

Is FC Wealth Solutions LLC registered with the SEC or a state?

FC Wealth Solutions LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 286381.

How much does FC Wealth Solutions LLC manage?

FC Wealth Solutions LLC reports $101,000,000 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

How have FC Wealth Solutions LLC's assets and staff changed since 2024?

In the Form ADV data for FC Wealth Solutions LLC: Regulatory assets under management: $326,000,000 in the October 2024 data and $101,000,000 in the October 2026 data, down 69%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does FC Wealth Solutions LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (30); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

Which custodians does FC Wealth Solutions LLC use?

FC Wealth Solutions LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC, Interactive Brokers LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

Does FC Wealth Solutions LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286381

What changed in FC Wealth Solutions LLC's recent Form ADV filings?

In the May 2026 filing data: Regulatory assets under management went from $199,400,000 to $101,000,000 (-49%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated April 14, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$101,000,000

$101,000,000 as of October 2026, filing dated April 14, 2026.

Discretionary: $101,000,000.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 118 Assets $34,000,000 (34%)
High net worth individuals
Clients 30 Assets $58,300,000 (58%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 11 Assets $3,200,000 (3%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 4 Assets $5,500,000 (5%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2024 (2 years)
Employees
Total: 4. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
1 state or jurisdiction
OH

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$326M 2024 $199M 2025 $101M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$101,000,0004April 14, 2026
October 2025$199,400,0004May 1, 2025
October 2024$326,000,0003January 4, 2024

Regulatory assets under management: $326,000,000 in the October 2024 data and $101,000,000 in the October 2026 data, down 69%.

Total employees: 3 in October 2024 and 4 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. May 2026
    • Regulatory assets under management went from $199,400,000 to $101,000,000 (-49%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
fcwealthsolutions.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. FC Wealth Solutions LLC (CRD 286381): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/fc-wealth-solutions-llc-westerville-oh-286381