RCA Wealth Strategies LLC

RIASEC Registered
Total AUM
$64.1M
Discretionary
$57M
89% of AUM
Avg account
$99.5K
Accounts
644
Employees
4
Advisory reps
4

Firm details

Headquarters
Overland Park, Kansas
CRD number
315915
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 a limited liability company operating as a non-independent retail registered investment adviser with an individual owner. The firm serves both individual and family clients as well as institutional clients, and generates advisory fees on a percentage-of-AUM basis. Its advisory focus is portfolio management for individuals and small businesses, and it also operates as an insurance broker, which aligns with the firm’s use of insurance products in client solutions. RCA Wealth Strategies is not positioned as a capital allocator and does not identify as an active ESG investor. The firm maintains an industry affiliation with an insurance company, suggesting distribution and product relationships that support its insurance-broker activities. It is not a multi-state adviser per the available data and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Cash & Cash Equivalents 11%, Exchange Traded Equities 3%, Non-Exchange Traded Equities 1%85%
  • Public Funds/Mutual Funds85%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities3%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Jace Champlin

    Jace Champlin

    CEOCRD 5494050

Contacts

3 of 3
  • Kathleen Sanford

    Kathleen Sanford

    Private Wealth ManagerCRD 4940092

  • Michael Rood

    Michael Rood

    President, CCOCRD 2191065

  • Ian Myers

    Ian Myers

    Private Wealth ManagerCRD 7961890

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth