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| BCR Wealth Strategies LLC
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| |
|---|---|
| CRD # | 119670 |
| SEC # | 801-61015 |
| CIK # | 0001908380 |
| AUM | $347.0 MM (2024-01-30) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 205-298-1234 |
| Address | 1952 Urban Center Parkway Vestavia, AL 35242-2594 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| META | 434,852.0 | 0.0 | |
| EHC | 5,644.5 | 0.0 | |
| SO | 75,035.5 | 0.0 | |
| MAIN | 2,819.2 | 0.0 | |
| CLM | 1,020.9 | 0.0 | |
| EMR | 48,422.9 | 0.0 | |
| SCM | 227.1 | 0.0 | |
| DE | 94,490.3 | 0.0 | |
| CRF | 583.6 | 0.0 | |
| NVDA | 399,550.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 167.4 |
| (b) Individuals (high net worth individuals) | 58 | 156.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 11.4 |
| (h) Charitable organizations | 15 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,047 | 347.0 |
| By Discretionary | ||
| Discretionary | 1,047 | 347.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,047 | 347.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 347.0 | |
| Total | 1,047 | 347.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001908380] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hillcrest Wealth Advisors - NY LLC
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|
NJ | 0.3 |
|
Cypress Asset Management Inc
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TX | 0.3 |
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Arcataur Capital Management LLC
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WI | 0.3 |
|
Virtera Partners LLC
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OH | 0.3 |
|
Plan Group Financial Inc
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OK | 0.3 |
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Trellis Wealth Advisors LLC
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|
CA | 0.3 |
|
Elevatus Wealth Management LLC
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NY | 0.3 |
|
Baldwin & Clarke Advisory Services LLC
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|
NH | 0.3 |
|
Newton One Investments LLC
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DE | 0.3 |
|
Wealth Advisors of Tampa Bay LLC
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|
FL | 0.3 |