Bcr Wealth Strategies, LLC
● SEC registered since 2002CRD 119670SEC# 801-61015Vestavia, AL
Reg. AUM
$528.1M
Employees
11
Accounts
1,219
Location
Vestavia, AL
Bcr Wealth Strategies, LLC assets under management
Bcr Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Vestavia, AL. The firm has been registered since 2002. It reports $528.1 million in regulatory assets under management and employs 11 people.
Bcr Wealth Strategies, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lindsay Walker Birchfield | Member And Chief Compliance Officer | Under 5% | 2022 |
| Marshall Peter Rathmell Control | Managing Member | Over 75% | 2011 |
| Sandra Mitchell Cleveland | Member | Under 5% | 2011 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bcr Wealth Strategies, LLC manage?
Bcr Wealth Strategies, LLC reports $528.1 million in regulatory assets under management on its Form ADV.
How many employees does Bcr Wealth Strategies, LLC have?
Bcr Wealth Strategies, LLC reports 11 employees.
Where is Bcr Wealth Strategies, LLC located?
Bcr Wealth Strategies, LLC is based in Vestavia, AL and has been SEC-registered since 2002.
Does Bcr Wealth Strategies, LLC disclose fund performance?
Bcr Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1952 Urban Center Parkway, Vestavia, AL 35242-2594 |
| Phone | 205-298-1234 |
| Fax | 205-298-1230 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$528.1M▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$528.1Mregulatory AUM
Discretionary $528.1M