GREENVILLE, SCCRD 140913Latest ADV February 18, 2026
Bca Private Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greenville, SC. Its latest Form ADV filing, dated February 18, 2026, reports $317M in regulatory assets under management, 5 employees, 1 office, and 1,367 accounts.
Assets Under Management
$317M
Employees
5
Offices
1 office
Total Clients
383
Primary office
GREENVILLE, SC
15 HALTON GREEN WAY, GREENVILLE, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.4% of total clients.
Top client categories% of clientsClients
1
Individuals
56.4%
216
2
HNWI
43.6%
167
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$317Mas of February 18, 2026
Discretionary100.0%
$317M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$317M
Total Accounts1,367
10Y AUM Change+$199M (+167.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee77:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.