RCA WEALTH STRATEGIES LLC

Overview

RCA Wealth Strategies LLC operates as a fee-based advisory and insurance brokerage focused on portfolio management for individuals and small businesses. The firm is organized as a limited liability company and is owned by an individual principal. Its business model centers on managing client portfolios on a percentage-of-AUM basis while also acting as an insurance broker, which positions the firm to blend traditional investment management with insurance solutions such as annuities. Investment stance is skewed toward publicly traded pooled vehicles rather than direct security selection. The ADV indicates a clear preference for mutual funds and other public funds as the principal means of delivering equity and fixed-income exposure. At the same time, RCA Wealth Strategies sources third-party alternative managers for venture capital and real estate allocations, suggesting a willingness to use illiquid, manager-driven strategies for clients who need diversification or growth beyond public markets. RCA Wealth Strategies serves both individual and family clients as well as institutional accounts, although its operations and registration profile indicate it is not a multi-state adviser in the conventional sense and it is not positioned as a pension consultant or capital allocator. The firm does not emphasize ESG investing.

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Public Holdings

Investments & Alternatives

Location & Offices