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BCA PRIVATE WEALTH, INC.

GREENVILLE, SC · CRD 140913 · IAPD ↗ · greenvillefinancialplanning.com · 864-322-6046

$317.3MRegulatory AUM
5Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — BCA PRIVATE WEALTH, INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
June 2025 — BCA PRIVATE WEALTH, INC. changed its website from plus.google.com to greenvillefinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
June 2025 — BALLENTINE CAPITAL ADVISORS, INC. is now doing business as BCA PRIVATE WEALTH, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2025 — BALLENTINE CAPITAL ADVISORS, INC. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
July 2024 — BALLENTINE CAPITAL ADVISORS, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2024 — BALLENTINE CAPITAL ADVISORS, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — BALLENTINE CAPITAL ADVISORS, INC. now reports custody of client assets ($131.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.