# RCA Wealth Strategies LLC

> RCA Wealth Strategies LLC is a state-registered investment advisory firm in Overland Park, KS, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 315915
- Filed as: RCA WEALTH STRATEGIES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315915
- AdvisorCensus page: https://advisorcensus.com/firm/rca-wealth-strategies-llc-overland-park-ks-315915

## Quick answers

**How is RCA Wealth Strategies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), RCA Wealth Strategies LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is RCA Wealth Strategies LLC located?**
RCA Wealth Strategies LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is RCA Wealth Strategies LLC registered with the SEC or a state?**
RCA Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315915.

**How much does RCA Wealth Strategies LLC manage?**
RCA Wealth Strategies LLC reports $64,100,000 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (89% discretionary).

**What types of clients does RCA Wealth Strategies LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (251); high net worth individuals (11); charitable organizations (2).

**Does RCA Wealth Strategies LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315915

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $64,100,000
- Discretionary: $57,000,000
- Non-discretionary: $7,100,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 251 | $48,770,000 |
| High net worth individuals | 11 | $11,770,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,600,000 |
| Charitable organizations | 2 | $1,960,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, KS, LA, MO, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rcawealthstrategies.com
- Facebook @RCAWealthStrategies
- LinkedIn @jacechamplin
- LinkedIn @michaelrood

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RCA Wealth Strategies LLC (CRD 315915): Form ADV filing data as of October 2026.