SourcingSourcing

FC WEALTH SOLUTIONS LLC

B52
CRD 286381·SEC 801-128522·WESTERVILLE, OH
AUM
$101.0M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$303K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FC WEALTH SOLUTIONS LLC
CRD
286381
SEC file #
801-128522
EIN
—
DBA names
—

Economics

AUM
$101.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$199.4M → $101.0M▼ -49%
Client mix
Individuals Other118
Individuals High Net Worth30
Pension Profit Sharing Plans11
Corporations4

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
WESTERVILLE OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
fcwealthsolutions.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAVICCHIA, CRAIG, ROBERT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CAVICCHIA, CRAIG, ROBERT
FICKELL, MICHAEL, WAYNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FCWEALTHSOLUTIONS.COM
Rdap Domain Creation Date
2016-10-26T16:33:50Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity6
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-26T16:33:50Z
Rdap Domain Last Changed
2025-10-27T18:01:00Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5833449
Trust Company Affiliate
No

People (4)

4
CAVICCHIA, CRAIG, ROBERT
IAR · Direct Owner · 62.5%
5833449
FICKELL, MICHAEL, WAYNE
IAR · Direct Owner · 62.5%
4209688
CHRISTOPHER ROGER CASSIERE
IAR
6264688
CHRISTOPHER RICHARD COMBS
IAR
2410079