# 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.

- CRD: 286381
- Filed as: FC WEALTH SOLUTIONS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westerville, OH
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286381
- AdvisorCensus page: https://advisorcensus.com/firm/fc-wealth-solutions-llc-westerville-oh-286381

## Quick answers

**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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Interactive Brokers LLC
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $101,000,000
- Discretionary: $101,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fcwealthsolutions.com
- LinkedIn @FCWEALTHSOLUTIONS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $326,000,000 | 3 | January 4, 2024 |
| October 2025 | $199,400,000 | 4 | May 1, 2025 |
| October 2026 | $101,000,000 | 4 | April 14, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $199,400,000 to $101,000,000 (-49%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FC Wealth Solutions LLC (CRD 286381): Form ADV filing data as of October 2026.