# 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.

- CRD: 140913
- Filed as: BCA PRIVATE WEALTH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140913
- AdvisorCensus page: https://advisorcensus.com/firm/bca-private-wealth-inc-greenville-sc-140913

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: $350,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $317,299,794
- Discretionary: $317,299,794
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 216 | $60,524,431 |
| High net worth individuals | 167 | $252,120,926 |
| Charitable organizations | Fewer than 5 | $192,086 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,462,351 |

### 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Clemson, SC

### Websites listed on Form ADV (Item 1.I)
- ballentinecapital.com
- ballentinefinancial.com
- ballentinefinancialinc.com
- bcaprivatewealth.com
- bcaprivatewealth.net
- bcaprivatewealth.org
- greenvillefinancialplanning.com
- plus.google.com/109514878979877976842
- Facebook @BALLENTINECAPITAL
- LinkedIn @BALLENTINE-CAPITAL-ADVISORS
- X @BCAPITALADVISOR
- YouTube @bcaprivatewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,787,000 | 3 | March 31, 2021 |
| October 2022 | $174,600,720 | 3 | February 10, 2022 |
| October 2023 | $187,874,319 | 3 | August 18, 2023 |
| October 2024 | $231,876,346 | 3 | June 17, 2024 |
| October 2025 | $262,273,904 | 5 | May 20, 2025 |
| October 2026 | $317,299,794 | 5 | February 18, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BCA Private Wealth, Inc. (CRD 140913): Form ADV filing data as of October 2026.