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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BCA PRIVATE WEALTH, INC.

CRD 140913

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6f8f73c4-cbc6-a27d-eefa-e84909ba030e

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Jan 5, 2021 to Feb 18, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $317MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $317M
Private client RAUM: $313MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $63.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,367
Individual clients: 216
High net worth clients: 167
Custody, client assets: $220M
SEC number: 801-120268
CRD: 140913
Filings on the tape: 14
First filed: Jan 5, 2021
Latest filed: Feb 18, 2026
Organised: Corporation, SC
Website: greenvillefinancialplanning.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES BRYAN KEITH BALLENTINE	Certified Financial Planner	GREENVILLE, SC	20	27	3	no
Anthony R Colancecco	Certified Financial Planner	GREENVILLE, SC	6	13	2	no
JONATHAN THOMAS BURNS	n/a	GREENVILLE, SC	2	12	1	no
John William Saverance	n/a	GREENVILLE, SC	1	13	1	no
SAVERIO LACROCE	n/a	GREENVILLE, SC	1	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BALLENTINE, JAMES, BRYAN KEITH	President	E	yes	05/2006	Jan 5, 2021	Jun 17, 2024
Colancecco, Anthony, R	CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER	Na	yes	10/2019	Jan 5, 2021	Jun 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DISCIPLINE WEALTH SOLUTIONS, INC.	n/a	Independent wealth	$747M	N	yes	n/a
BALLENTINE CAPITAL MANAGEMENT, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Clemson	Sc	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$317M	$317M	5	5	1	n/a	n/a
2024	Feb 10, 2025	$262M	$262M	5	5	1	n/a	n/a
2023	Feb 7, 2024	$232M	$232M	3	3	1	n/a	n/a
2022	Mar 13, 2023	$188M	$188M	3	3	1	n/a	n/a
2021	Feb 10, 2022	$175M	$175M	3	3	0	n/a	n/a
2020	Feb 16, 2021	$119M	$119M	4	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$317M	$262M	21.0%	$188M	19.1%	5	5	1	1

Relationships

Affiliated with (2)

← DISCIPLINE WEALTH SOLUTIONS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ DISCIPLINE WEALTH SOLUTIONS, INC.Registered adviserother investment adviser, common control
factForm ADV

Registered with (7)

← SAVERIO LACROCEAdvisorregistration: current employment
Mar 28, 2025 to presentfactForm ADV
← John William SaveranceAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← JONATHAN THOMAS BURNSAdvisorregistration: current employment
Aug 19, 2024 to presentfactForm ADV
← Anthony R ColanceccoAdvisorregistration: current employment
Oct 24, 2019 to presentfactForm ADV
← JAMES BRYAN KEITH BALLENTINEAdvisorregistration: current employment
Jun 15, 2006 to presentfactForm ADV
← Tiffany Lowe GilbertAdvisorregistration: previous registration
Sep 24, 2024 to Aug 15, 2025factForm ADV
← Anne Jane ThompsonAdvisorregistration: previous registration
Mar 23, 2023 to Oct 28, 2024factForm ADV

Controls (2)

← BALLENTINE, JAMES, BRYAN KEITHOwnerPRESIDENT, ownership code E, individual
Jan 5, 2021 to Jun 17, 2024factForm ADV
← Colancecco, Anthony, ROwnerCHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 5, 2021 to Jun 17, 2024factForm ADV

Dated events

Occurred
Aug 15, 2025
Advisor changed firm
Tiffany Lowe Gilbert left Bca Private Wealth, Inc. for Truist Advisory Services, Inc. (registered 2026-03-09)
Form ADVobserved 5 days ago
Occurred
Oct 28, 2024
Advisor changed firm
Anne Jane Thompson left Bca Private Wealth, Inc. for Greenwood Capital Associates, Llc (registered 2024-11-01)
Form ADVobserved 5 days ago
Occurred
Jan 5, 2021
First Form ADV filing
Ballentine Capital Advisors, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f8f73c4-cbc6-a27d-eefa-e84909ba030e
First observed: Jan 5, 2021
Last observed: Feb 18, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BCA PRIVATE WEALTH, INC.

CRD 140913

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6f8f73c4-cbc6-a27d-eefa-e84909ba030e

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES BRYAN KEITH BALLENTINE

Certified Financial Planner

GREENVILLE, SC

Anthony R Colancecco

Certified Financial Planner

GREENVILLE, SC

JONATHAN THOMAS BURNS

n/a

GREENVILLE, SC

John William Saverance

n/a

GREENVILLE, SC

SAVERIO LACROCE

n/a

GREENVILLE, SC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BALLENTINE, JAMES, BRYAN KEITH

President

yes

05/2006

Jan 5, 2021

Jun 17, 2024

Colancecco, Anthony, R

CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER

yes

10/2019

Jan 5, 2021

Jun 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DISCIPLINE WEALTH SOLUTIONS, INC.

n/a

Independent wealth

$747M

yes

n/a

BALLENTINE CAPITAL MANAGEMENT, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Clemson

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$317M

n/a

2024

Feb 10, 2025

$262M

n/a

2023

Feb 7, 2024

$232M

n/a

2022

Mar 13, 2023

$188M

n/a

2021

Feb 10, 2022

$175M

n/a

2020

Feb 16, 2021

$119M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$317M

$262M

21.0%

$188M

19.1%