BCR Wealth Strategies

RIASEC RegisteredEst. 2002

Total AUM

$528M

Discretionary

$528M

100% of AUM

Avg account

$433K

Accounts

1,219

Employees

Advisory reps

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

FINTRX

Overview

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, deploying both in-house strategies and third‑party managers. Its client base includes individuals and families as well as institutional relationships. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements mix a percentage of assets under management with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser on its filing. BCR Wealth Strategies was named one of the Top RIA Firms to Watch by investor.com in 2020.