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BCA PRIVATE WEALTH, INC.
CRD 140913 · SEC 801-120268
15 HALTON GREEN WAY, GREENVILLE, SC, 29607, United States
Phone
864-322-6046
Fax
864-322-6048
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.3M
Discretionary AUM
$317.3M
Team
5 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 216 | $60.5M |
| High net worth individuals | 167 | $252.1M |
States served
GA, NC, PA, SC, TN, TX, FL
All web addresses on file
- HTTP://WWW.GREENVILLEFINANCIALPLANNING.COM
- HTTP://WWW.BALLENTINEFINANCIAL.COM
- HTTPS://TWITTER.COM/BCAPITALADVISOR
- HTTP://WWW.BALLENTINECAPITAL.COM
- HTTPS://WWW.FACEBOOK.COM/BALLENTINECAPITAL/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BALLENTINE-CAPITAL-ADVISORS
- HTTPS://PLUS.GOOGLE.COM/109514878979877976842
- HTTP://WWW.BALLENTINEFINANCIALINC.COM
- HTTPS://BCAPRIVATEWEALTH.COM
- HTTPS://BCAPRIVATEWEALTH.NET
- HTTPS://BCAPRIVATEWEALTH.ORG
- https://www.youtube.com/@bcaprivatewealth
Official SEC filing: View on IAPD