Wealth Manager
    SEC Registered
    Manages Private Funds

    Bcr Wealth Strategies

    Registered investment advisor · Vestavia, Alabama · CRD #119670

    Assets Under Management
    $528M
    Client Accounts
    1,219
    Employees
    11
    CRD Number
    119670
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bcr Wealth Strategies

    BCR Wealth Strategies is a fee-only investment advisory firm founded in 1996, located near Birmingham, AL, with 11-50 employees. It focuses on personalized wealth management and coordinates with other professionals to meet client goals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bcr Wealth Strategies

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Bcr Wealth Strategies's AUM?

    Bcr Wealth Strategies reports approximately $528M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bcr Wealth Strategies headquartered?

    Bcr Wealth Strategies is headquartered in Vestavia, Alabama.

    What is Bcr Wealth Strategies's CRD number?

    Bcr Wealth Strategies's CRD number is 119670. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bcr Wealth Strategies manage?

    Bcr Wealth Strategies manages approximately 1,219 client accounts according to its latest SEC filing.

    Is Bcr Wealth Strategies SEC registered?

    Yes, Bcr Wealth Strategies is registered with the SEC as an investment adviser with an approved registration status.

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