RCA Wealth Strategies LLC

RIASEC Registered

Total AUM

$64.1M

Discretionary

$57M

89% of AUM

Avg account

$99.5K

Accounts

644

Employees

3

Advisory reps

3

Firm details

Headquarters: Overland Park, Kansas
CRD number: 315915
Website: www.rcawealthstrategies.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: Individuals76.08%
HNWI18.36%
Charitable Organizations3.06%
Pension & Profit Sharing Plans2.5%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

RCA Wealth Strategies LLC is an individually owned limited liability company operating as a non-independent retail registered investment adviser. The firm provides fee-based portfolio management for individuals, families and small businesses and also acts as an insurance broker. It charges a percentage-of-AUM advisory fee and does not describe itself as an active ESG investor, multi-state adviser, pension consultant or related adviser. The client base spans both individual/family and institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds85%
Cash & Cash Equivalents11%
Exchange Traded Equities3%
Non-Exchange Traded Equities1%

Owners & executives

1 of 1

Jace Champlin
CEOCRD 5494050

Contacts

2 of 2

Kathleen Sanford
Private Wealth ManagerCRD 4940092
Michael Rood
President, CCOCRD 2191065

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Overland Park, KS

Johnson

Location

Overland Park, KS

Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area: Kansas City-Overland Park-Kansas City, MO-KS
Region: Midwest
County: Johnson
Address: 11011 King St
Time zone: CT (UTC-6)
Office locations

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