BCR WEALTH STRATEGIES
Firm details
- Headquarters
- VESTAVIA, Alabama
- CRD number
- 119670
- Registered since
- March 21, 2002
- Website
- www.bcrwealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.44%
- Individuals25.72%
- Pension & Profit Sharing Plans2.75%
- Corporations / Businesses2.24%
- Charitable Organizations0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
BCR Wealth Strategies is an independent registered investment adviser organized as an LLC and SEC-registered since 2002. The firm is owned by an individual and positions itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Core services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting work, and the selection of outside advisers when clients require manager or strategy access the firm does not provide directly. The firm charges a mix of fee structures—percentage of AUM, hourly fees, and fixed fees—depending on the engagement. BCR is not identified as an active ESG investor in its disclosures.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1MARSHALL RATHMELL
CEOCRD 5657799
Contacts
3 of 6Spencer Lawson
Financial AnalystCRD 7744920
TIMOTHY JONES
Financial Planner and Vice PresidentCRD 5967989
Annelise Sutherland
Financial AnalystCRD 8132697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$319M in ETFs
7%
$20.7M
73%
$298M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $77.7M | 698,997 | 24.38% |
Location
VESTAVIA, AL
SHELBY
Location
VESTAVIA, AL
Headquartered in VESTAVIA, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- SHELBY
- Address
- 1952 Urban Center Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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