BCA PRIVATE WEALTH, INC.

RIASEC RegisteredEst. 2021

Total AUM

$317M

Discretionary

$317M

100% of AUM

Avg account

$232K

Accounts

1,367

Employees

Advisory reps

Firm details

Headquarters: GREENVILLE, South Carolina
CRD number: 140913
Registered since: February 5, 2021
Website: bcaprivatewealth.com
Custodians: CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.46%
Individuals19.07%
Corporations / Businesses1.41%
Charitable Organizations0.06%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

BCA Private Wealth, Inc. is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm primarily serves individual and family clients and operates as a capital allocator, sourcing outside managers alongside its in‑house advice. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include asset‑based fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor.