CRD: 315915
RCA Wealth Strategies LLC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-13-2021
- Office Locations
- 2
Office Locations
About RCA Wealth Strategies LLC
RCA Wealth Strategies is an RIA providing tailored financial planning and portfolio management, with insurance and risk-management support. The firm serves retail and institutional clients and builds allocations using public funds and ETFs across equities and fixed income, including socially responsible options when relevant. A distribution-friendly differentiator is its free Second Opinion review comparing fees, service, planning, and investment mix.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JACE W CHAMPLIN
Managing Partner, Private Wealth Advisor
- CRD
- #5494050
- Ownership
- 50% but less than 75%
MICHAEL JOSEPH ROOD
Chief Compliance Officer, Managing Partner, President, Private Wealth Manager
- CRD
- #2191065
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KATHLEEN NINA SANFORD
Financial Advisor
- CRD
- #4940092
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,000,000 | -- |
| Non-Discretionary | $7,100,000 | -- |
| Total | $64,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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