AdvisorCensus / Financial advisors / South Carolina / Greenville / BCA Private Wealth, Inc.
BCA Private Wealth, Inc. is an SEC-registered investment advisory firm in Greenville, SC, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.
Quick answers
From the filingHow is BCA Private Wealth, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), BCA Private Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is BCA Private Wealth, Inc. located?
BCA Private Wealth, Inc.'s principal office is in Greenville, SC, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is BCA Private Wealth, Inc. registered with the SEC or a state?
BCA Private Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 140913.
How much does BCA Private Wealth, Inc. manage?
BCA Private Wealth, Inc. reports $317,299,794 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).
How have BCA Private Wealth, Inc.'s assets and staff changed since 2021?
In the Form ADV data for BCA Private Wealth, Inc.: Regulatory assets under management: $118,787,000 in the October 2021 data and $317,299,794 in the October 2026 data, up 167%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does BCA Private Wealth, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (216); high net worth individuals (167).
Which custodians does BCA Private Wealth, Inc. use?
BCA Private Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does BCA Private Wealth, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140913
Does BCA Private Wealth, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated February 18, 2026 says: "BCA's cumulative minimum account requirement for opening and maintaining an account is $350,000. However, BCA may, at its sole discretion, accept accounts with a lower value."
What changed in BCA Private Wealth, Inc.'s recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $262,273,904 to $317,299,794 (+21%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $350,000 (the brochure says it may be waived or negotiated)
The brochure's wording
BCA's cumulative minimum account requirement for opening and maintaining an account is $350,000. However, BCA may, at its sole discretion, accept accounts with a lower value.
As stated in the firm's Form ADV Part 2A brochure dated February 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$317,299,794 as of October 2026, filing dated February 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $317,299,794 | 5 | February 18, 2026 |
| October 2025 | $262,273,904 | 5 | May 20, 2025 |
| October 2024 | $231,876,346 | 3 | June 17, 2024 |
| October 2023 | $187,874,319 | 3 | August 18, 2023 |
| October 2022 | $174,600,720 | 3 | February 10, 2022 |
| October 2021 | $118,787,000 | 3 | March 31, 2021 |
Regulatory assets under management: $118,787,000 in the October 2021 data and $317,299,794 in the October 2026 data, up 167%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $262,273,904 to $317,299,794 (+21%).
- December 2025
- Registered or notice-filed in PA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. BCA Private Wealth, Inc. (CRD 140913): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bca-private-wealth-inc-greenville-sc-140913