BCA Private Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
BCA Private Wealth reports 383 clients. They include 216 individual clients and 167 high-net-worth individuals. Of its assets, 100.0% ($317M across 1,367 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 19% |
| High-net-worth individuals | 44% | 79% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 216 | $60.5M | 19.1% | $280K |
| High-net-worth individuals | 167 | $252M | 79.5% | $1.51M |
| Charitable organizations | Fewer than 5 | $192K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $4.46M | 1.4% | — |
| Total | 383 | $317M | 100% | — |
- Clients
- 216
- Regulatory AUM
- $60.5M
- AUM share
- 19.1%
- Avg. per client
- $280K
- Clients
- 167
- Regulatory AUM
- $252M
- AUM share
- 79.5%
- Avg. per client
- $1.51M
- Clients
- Fewer than 5
- Regulatory AUM
- $192K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4.46M
- AUM share
- 1.4%
- Avg. per client
- —
Total
- Clients
- 383
- Regulatory AUM
- $317M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
BCA Private Wealth charges 0.48%–1.65% a year for its Asset Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable, has a $2,000 annual minimum and requires an account of at least $350,000. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.65% |
| $250K–$500K | 1.40% |
| $500K–$1M | 1.10% |
| $1M–$2M | 0.92% |
| $2M–$5M | 0.70% |
| $5M and above | 0.48% |
Fee details and sources
Other fees
- Digital Investment Management
- Digital program fees are a percentage of assets billed monthly in arrears, not to exceed 1.65% a year.
- Fixed-Fee Financial Planning
- Comprehensive financial planning may be a fixed fee of up to $30,000 per plan based on case complexity, negotiable in advance.
- Hourly Financial Planning
- Financial planning by the hour is billed at $125 to $500 an hour by complexity and skill level, negotiable, invoiced monthly in arrears.
James Ballentine owns 75% or more of BCA Private Wealth. The leadership team of BCA Private Wealth includes President James Ballentine and Chief Operating Officer Anthony Colancecco. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 insurance agents
- Owns 75% or more of Bca Private Wealth, Inc.
James Ballentine
Control person · since May 2006
BCA Private Wealth’s regulatory assets grew 2.7× from $119M (March 2021) to $317M (February 2026); clients rose from 208 to 383 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $317M | 383 | 5 | 2 |
| May 2025May 2025 | $262M | 351 | 5 | 2 |
| Jun 2024June 2024 | $232M | 351 | 3 | 2 |
| Mar 2023March 2023 | $188M | 324 | 3 | 2 |
| Feb 2022February 2022 | $175M | 292 | 3 | 1 |
| Mar 2021March 2021 | $119M | 208 | 3 | 1 |
Besides its headquarters, BCA Private Wealth has 1 office, with 2 listed addresses in 1 state.
South Carolina · 2 listed addresses
- 15 Halton Green Way, GreenvilleHQ
- 133 Thomas Green BLVD, Clemson
Contact and registration details
- Legal name
- Bca Private Wealth, Inc.
- Headquarters
- 15 Halton Green Way, Greenville, SC 29607
- Website
- bcaprivatewealth.com
- Phone
- 864-322-6046
- SEC file
- 801-120268
- Structure
- South Carolina corporation
- Fiscal year end
- December
BCA Private Wealth’s named custodians for separately managed accounts are Charles Schwab ($225M, 82%) and Axos Clearing ($48M, 18%). BCA Private Wealth has custody of $220M for 284 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $225M82%
- Axos ClearingAxos Clearing, LLC · Omaha, NE · $48M18%
At year end, BCA Private Wealth’s separately managed accounts were mostly in funds (81%).
What the accounts hold
- Funds81%
- Bonds1%
- Cash7%
- Other11%
- Va lincoln contracts11%
How many clients does BCA Private Wealth have?
BCA Private Wealth has 383 clients and manages $317 million for them, as of February 2026. They include 216 individual clients and 167 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does BCA Private Wealth offer?
BCA Private Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does BCA Private Wealth charge?
BCA Private Wealth charges 0.48%–1.65% a year for its Asset Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable, has a $2,000 annual minimum and requires an account of at least $350,000.
Source: BALLENTINE ADV PART 2A BROCHURE, filed 18 February 2026
Which custodians does BCA Private Wealth use?
BCA Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $225M and Axos Clearing, LLC (Omaha, NE), with $48M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does BCA Private Wealth have?
BCA Private Wealth has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BCA Private Wealth invest in?
At the end of its last fiscal year, BCA Private Wealth’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 11% other, 7% cash and equivalents and 1% U.S. government and agency bonds. The 11% other category is described as: Va Lincoln Contracts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does BCA Private Wealth have a minimum investment?
Yes, BCA Private Wealth’s minimum account size for its Asset Management Fees is $350K. It charges a $2K annual minimum fee.
Source: BALLENTINE ADV PART 2A BROCHURE, filed 18 February 2026
Who owns BCA Private Wealth?
BCA Private Wealth’s direct owner is James Ballentine (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does BCA Private Wealth get paid?
BCA Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BCA Private Wealth?
BCA Private Wealth’s main office is at 15 Halton Green Way, Greenville, SC 29607. Its phone number is 864-322-6046. Its website is bcaprivatewealth.com.