RCA ADVISORY SERVICES
Firm details
- Headquarters
- MIDLAND, Texas
- CRD number
- 281433
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Firm profile
FINTRXOverview
RCA Advisory Services operates as a small, owner-managed limited liability advisory firm that reports activity across a mix of advisory fee models (percentage of AUM, hourly, fixed fees and performance-based fees). The firm’s reported asset base is very small and entirely nondiscretionary, which suggests current work is focused on advisory or planning engagements rather than large discretionary portfolio mandates. RCA Advisory Services lists affiliations with a broker‑dealer, a commodity pool operator/commodity trading adviser (CPO/CTA) and an insurance company, and those relationships appear to support access to product-level solutions such as annuities and commodity or energy strategies. Investment orientation is tilted toward nontraditional exposures: the firm allocates to real estate, commodities and oil & gas strategies and supplements those with more conventional products such as mutual funds and annuities. RCA Advisory Services does not identify as an active ESG investor, is not positioned as a multistate adviser, and does not advertise pension consulting or family‑office services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1WILLIAM BELL
Founding Managing DirectorCRD 1425706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIDLAND, TX
MIDLAND
Location
MIDLAND, TX
Headquartered in MIDLAND, TX, anchoring the Midland-Odessa, TX metro in the South.
- Metro area
- Midland-Odessa, TX
- Region
- South
- County
- MIDLAND
- Address
- 1031 Andrews Hwy
- Time zone
- CT (UTC-6)
- Office locations
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