AdvizorPro

BCA Private Wealth, Inc.

BCA Private Wealth, Inc.. CRD 140913

BCA Private Wealth, Inc. logo

CRD: 140913

BCA Private Wealth, Inc.

Greenville, SC, 29607
8643226046
bcaprivatewealth.com
$317.3M Total AUM
$317.3M Disc. AUM
-- 3Y CAGR
5 Employees
383 ADV. Clients
20 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Axos · Betterment · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Vital elementSummit +more
Established Date
06-15-2006
Office Locations
1

Office Locations

15 Halton Green WAY Greenville SC

About BCA Private Wealth, Inc.

BCA Private Wealth is a Greenville, SC RIA providing wealth management and financial planning for retirees, business owners, and entrepreneurs, including retirement, tax, and estate planning. Portfolios emphasize asset allocation, risk management, and tax-efficient strategies, with experience across mutual funds and alternative investments such as real estate and private equity. Custody includes Charles Schwab. Team member Jordan Durham was a 2025 Best & Brightest 35 & Under honoree.

Team overview

36 AVG AGE
$63.5M AVG AUM / ADVISOR
$828.5K AVG AUM / CLIENT
6.4 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
20yrs Firm Age

Insights

Open the full profile to inspect shifts in fusion zenith.
Premium access reveals conviction themes in pathway focus.
Unlock to see real insight on oak zenith meridian.
Open the full profile to inspect shifts in ember bridge.
Upgrade to reveal position-level detail across frontier summit.
Premium access reveals conviction themes in fusion frontier prime.
Request access to benchmark trends tied to insight.
Unlock to see real insight on beacon meridian meridian.

Asset Classes

North Foundation zenith Matrix capital Meridian Harbor Insight

Client Personas

Quantum capital Signal Legacy glacier

Custodian

Crest peak Legacy Pathway Focus summit Focus Element element Focus Timber Eagle Element bridge Wave Catalyst

Investment Themes

Optima pathway Ember ridge Glacier atlas Alpha fusion Meridian

Investment Vehicles

Catalyst matrix

Platform

Vector Wave beacon

Services

Delta ember Glacier delta Prime fusion Meridian harbor Foundation Glacier delta Matrix north Insight Alpha Optima ember Optima Matrix catalyst Frontier Matrix timber Glacier north

Technology

Focus peak Zenith element Capital

Owner & Executives

JAMES BRYAN KEITH BALLENTINE

JAMES BRYAN KEITH BALLENTINE

MANAGING PRINCIPAL, President, Wealth Advisor

CRD
#3183968
Ownership
75% or more
(882) 386-3151
prime.summit@zenithcapital.com
in linkedin.com/in/prime-element
Anthony R Colancecco Jr.

Anthony R Colancecco Jr.

Chief Compliance Officer, CHIEF OPERATING OFFICER, Wealth Advisor

CRD
#6247436
Ownership
Less than 5%
(588) 846-4891
wave.pioneer@alphacapital.com
in linkedin.com/in/momentum-unison

Showing 2 of 2 owners & executives

Unlock all

Contacts

J

JONATHAN THOMAS BURNS

--

CRD
#7829618
(221) 708-6386
frontier.foundation@vertexcapital.com
in linkedin.com/in/vertex-oak
S

SAVERIO LACROCE

--

CRD
#8060374
(754) 583-5913
matrix.meridian@catalystcapital.com
in linkedin.com/in/beacon-eagle
V

Value eagle

Fusion bridge

CRD
#73823
(236) 653-7657
vital.summit@radialcapital.com
in linkedin.com/in/ridge-catalyst

Showing 2 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-10-2022
08-18-2023
06-17-2024
08-13-2025
02-18-2026
Category Assets AVG. Account size
Discretionary $317,299,794 $232,114
Non-Discretionary $0 --
Total $317,299,794 $232,114

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $317,299,794

$317.3M Total SMA
Public Funds:
17.5%
Other:
16.7%
Cash:
52.3%
U.S. Government/Agency:
13.5%
Asset class Assets Assets %
Public Funds $448,612,322 17.5%
Other $428,104,330 16.7%
Cash $1,340,709,969 52.3%
U.S. Government/Agency $346,072,363 13.5%
Total $2,563,498,984 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
UNISON ELEMENT LEGACY CAPITAL A7NMRNVWA KEM 1.90% $1,898,086
VALUE ZENITH VECTOR EMBER ZENITH 0K7IF3XDN PFCNG 0.91% $4,724,511
WAVE MOMENTUM SUMMIT VECTOR OAK 0L6B2L2QH YUXH 8.09% $44,029,057
FOCUS TIMBER FUSION OAK ENJG02QEW ABDO 5.00% $101,236,422
RIDGE PIONEER EMBER FOUNDATION 1MOGP7SXT NYTWG 9.88% $69,497,521
PEAK SIGNAL DELTA ELEMENT VECTOR 4H60U18RJ ZIMBZ 4.99% $15,952,553
RADIAL FOCUS UNISON ALPHA 83YZ6EYOZ WBZ 7.73% $77,273,363
MERIDIAN BRIDGE ATLAS FOCUS FOCUS 76BXSYAWO NOCJ 2.95% $12,184,282

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform