Bca Private Wealth, Inc.
- Regulatory AUM
- $317M
- Discretionary
- $317M
- Clients
- 383
- Avg AUM / client
- $828K
- Accounts
- 1,367
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 216 | $60.5M | 19.1% |
| High net worth individuals | 167 | $252M | 79.5% |
| Charitable organizations | Fewer than 5 clients | $192K | 0.06% |
| Corporations and other businesses | Fewer than 5 clients | $4.5M | 1.41% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Bryan Keith Ballentine | President | CFP | May 2006 (20y) | 75% or more |
| Anthony R Colancecco | Chief Operating Officer / Chief Compliance Officer | CFP | Oct 2019 (7y) | Less than 5% |
| Jonathan Thomas Burns | Registered representative | Aug 2024 (2y) | ||
| John William Saverance | Registered representative | Jan 2025 (2y) | ||
| Saverio Lacroce | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $225M (71% of AUM) Feb 2026
- Axos Clearing $48.0M (15% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗