Bca Private Wealth, Inc.

Overview

Bca Private Wealth, Inc. is an SEC registered investment adviser based in Greenville, SC, registered since 2006. It reports $317M in assets under management across 1,367 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$317M

Discretionary

100%

Accounts

1,367

Average account

$232K

Employees

5

Advisory reps

5

Registered since

2006

Jurisdictions

7

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• James Bryan Keith Ballentine President CRD 3183968
• Anthony R Colancecco Jr Chief Operating Officer, Chief Compliance Officer CRD 6247436

Advisory reps 3 of 5

• James B Ballentine Insurance Agent · Investment Adviser Rep CRD 3183968
• Jonathan Thomas Burns Insurance Agent · Investment Adviser Rep CRD 7829618
• Anthony R Colancecco Jr. Insurance Agent · Investment Adviser Rep CRD 6247436

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

15 Halton Green Way
Greenville, SC 29607

County

Greenville

Metro area

Greenville-Anderson, SC

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: greenvillefinancialplanning.com

Every state, with registration dates

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