Bca Private Wealth, Inc.
● SEC registered since 2021CRD 140913SEC# 801-120268Greenville, SC
Reg. AUM
$317.3M
Employees
5
Accounts
1,367
Location
Greenville, SC
Bca Private Wealth, Inc. assets under management
Bca Private Wealth, Inc. is an investment advisory firm registered with the SEC based in Greenville, SC. The firm has been registered since 2021. It reports $317.3 million in regulatory assets under management and employs 5 people.
Bca Private Wealth, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony R Colancecco Control | Chief Operating Officer / Chief Compliance Officer | Under 5% | 2019 |
| James Bryan Keith Ballentine Control | President | Over 75% | 2006 |
Frequently asked questions
How much does Bca Private Wealth, Inc. manage?
Bca Private Wealth, Inc. reports $317.3 million in regulatory assets under management on its Form ADV.
How many employees does Bca Private Wealth, Inc. have?
Bca Private Wealth, Inc. reports 5 employees.
Where is Bca Private Wealth, Inc. located?
Bca Private Wealth, Inc. is based in Greenville, SC and has been SEC-registered since 2021.
Does Bca Private Wealth, Inc. disclose fund performance?
Bca Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15 Halton Green Way, Greenville, SC 29607 |
| Phone | 864-322-6046 |
| Fax | 864-322-6048 |
| Office hours | 9:00 a.m. -5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$317.3M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$317.3Mregulatory AUM
Discretionary $317.3M