RCA ADVISORY SERVICES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • WILLIAM BELL

    Founding Managing DirectorCRD 1425706

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth