RCA Advisory Services

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Midland, Texas
CRD number
281433
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees

Firm profile

FINTRX

Overview

RCA Advisory Services is an individual-owned, limited liability company operating as an institutional registered investment adviser. The firm offers a range of client billing options — including percentage-of-AUM, hourly, fixed-fee, and performance-based arrangements — and maintains ties to a broker-dealer, a CPO/CTA, and an insurance company. RCA is not set up as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. It also does not describe itself as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • William Bell

    Founding Managing DirectorCRD 1425706

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Midland, TX

Midland

Location

Midland, TX

Headquartered in Midland, TX, anchoring the Midland-Odessa, TX metro in the South.

Metro area
Midland-Odessa, TX
Region
South
County
Midland
Address
1031 Andrews Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth