# Fcig Wealth Management, LLC

> Fcig Wealth Management, LLC is an SEC-registered investment advisory firm in Plainfield, CT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 329906
- Filed as: FCIG WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plainfield, CT
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329906
- AdvisorCensus page: https://advisorcensus.com/firm/fcig-wealth-management-llc-plainfield-ct-329906

## Quick answers

**How is Fcig Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fcig Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Fcig Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated June 23, 2026 states: Flat fee: $500 to $10,000 (Stand-alone Financial Planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fcig Wealth Management, LLC located?**
Fcig Wealth Management, LLC's principal office is in Plainfield, CT, according to its Form ADV.

**Is Fcig Wealth Management, LLC registered with the SEC or a state?**
Fcig Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329906.

**How much does Fcig Wealth Management, LLC manage?**
Fcig Wealth Management, LLC reports $282,480,387 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**How have Fcig Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Fcig Wealth Management, LLC: Regulatory assets under management: $102,681,406 in the October 2024 data and $282,480,387 in the October 2026 data, up 175%. Total employees: 2 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 Fcig Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (378); high net worth individuals (69).

**Which custodians does Fcig Wealth Management, LLC use?**
Fcig Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Brokerage, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fcig Wealth Management, 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/329906

**Does Fcig Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 23, 2026 says: "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."

**What changed in Fcig Wealth Management, LLC's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $138,444,170 to $282,480,387 (+104%). Registered or notice-filed in RI, SC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 23, 2026)

- Account minimum: None

> There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.

- Flat fee: $500 to $10,000 (Stand-alone Financial Planning services)

> Stand-alone Financial Planning services will be billed as a flat fee between $500 and $10,000. depending on the complexity of the engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Brokerage, 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: $282,480,387
- Discretionary: $282,480,387
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 378 | $90,083,642 |
| High net worth individuals | 69 | $158,816,806 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $30,853,197 |
| Other | Fewer than 5 | $2,726,742 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

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

### Websites listed on Form ADV (Item 1.I)
- fcigglobal.com/wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $102,681,406 | 2 | July 26, 2024 |
| October 2025 | $107,321,402 | 2 | March 13, 2025 |
| October 2026 | $282,480,387 | 4 | September 4, 2026 |

Regulatory assets under management: $102,681,406 in the October 2024 data and $282,480,387 in the October 2026 data, up 175%.
Total employees: 2 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $138,444,170 to $282,480,387 (+104%).
- Registered or notice-filed in RI, SC.

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $107,321,402 to $138,444,170 (+29%).
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in FL, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fcig Wealth Management, LLC (CRD 329906): Form ADV filing data as of October 2026.
