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| BCR Wealth Strategies LLC
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|---|---|
| CRD # | 119670 |
| SEC # | 801-61015 |
| CIK # | 0001908380 |
| AUM | 528.1 M (2026-01-22) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 205-298-1234 |
| Address | 1952 Urban Center Parkway Vestavia, AL 35242-2594 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 0.0 | ||
| Servisfirst Bancshares Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Deere & Co | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 227 | 135.8 |
| (b) Individuals (high net worth individuals) | 127 | 361.5 |
| (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 | 3 | 14.5 |
| (h) Charitable organizations | 3 | 4.5 |
| (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 | 2 | 11.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,219 | 528.1 |
| By Discretionary | ||
| Discretionary | 1,219 | 528.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,219 | 528.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 528.1 | |
| Total | 1,219 | 528.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908380] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Matheson & Rock Wealth Management LLC
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Yarger Wealth Strategies LLC
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UT | 529.2 M |
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Orin Green Financial LLC
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CA | 528.8 M |
|
Measured Wealth Private Client Group LLC
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NH | 528.3 M |
|
CURA Wealth Advisors LLC
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IL | 527.7 M |