CRD: 315915
RCA Wealth Strategies LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-13-2021
- Office Locations
- 3
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 88.9% is discretionary and 11.1% is non-discretionary.
The firm reports 4 advisory representatives and 265 clients, or 66.3 clients per representative. That equates to $241.9K in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full RCA Wealth Strategies LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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Ian Matthew Myers
--
- CRD
- #7961890
KATHLEEN NINA SANFORD
Financial Advisor
- CRD
- #4940092
Showing 2 of 4 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
SMA allocation detail is available
RCA Wealth Strategies LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.